{"url":"https://nivawealth.com/firms/journey-beyond-wealth-290367","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290367","regulatoryAum":250267449,"crd":"290367","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6867563","suffix":null,"lastName":"Avera","firstName":"Andrew","middleName":"Jacob"},{"crd":"7128365","suffix":null,"lastName":"DAINES","firstName":"ALLISON","middleName":null},{"crd":"4709839","suffix":null,"lastName":"McCall","firstName":"Christopher","middleName":"Robert"},{"crd":"7258822","suffix":null,"lastName":"Wegman","firstName":"Philip","middleName":"Wesley"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-07-10","regulatoryAum":142202932,"clients":92,"employees":4,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":163755132,"clients":77,"employees":5,"offices":1},{"filedOn":"2025-07-07","regulatoryAum":226095412,"clients":90,"employees":5,"offices":1},{"filedOn":"2026-02-06","regulatoryAum":250267449,"clients":109,"employees":6,"offices":1}],"secFileNumber":"801-128161","legalName":"Journey 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the 25% to 50% ownership band and a control person, since December 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"300 Colonial Center Parkway, Suite 100","city":"Roswell","headquarters":true}]}],"brochureServices":["education planning","estate planning","family office services","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"678-331-7900","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"Investment grade corporate 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They include 58 individual clients and 51 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Journey Beyond Wealth offer?","answer":"Journey Beyond Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Journey Beyond Wealth use?","answer":"Journey Beyond Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $235M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Journey Beyond Wealth have?","answer":"Journey Beyond Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Journey Beyond Wealth invest in?","answer":"At the end of its last fiscal year, Journey Beyond Wealth’s separately managed accounts held 52% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Journey Beyond Wealth?","answer":"Journey Beyond Wealth’s direct owners are Andrew Avera (50% to 75%) and Christopher McCall (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Journey Beyond Wealth get paid?","answer":"Journey Beyond Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Journey Beyond Wealth?","answer":"Journey Beyond Wealth’s main office is at 300 Colonial Center Parkway, Suite 100, Roswell, GA 30076. Its phone number is 678-331-7900. Its website is journeybeyondwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 6 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/journey-beyond-wealth-290367/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-05","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2052989/000205298926000003/0002052989-26-000003-index.html","totalValue":128057655,"positionCount":30,"top10Share":0.805841142413548,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":34429765,"shares":50130,"shareType":"SH","priorValue":31327868,"priorShares":52427},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":15952977,"shares":190483,"shareType":"SH","priorValue":15789465,"priorShares":210246},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}