SourcingSourcing

JOURNEY BEYOND WEALTH, LLC

C47
CRD 290367·SEC 801-128161·ROSWELL, GA
AUM
$250.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$751K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOURNEY BEYOND WEALTH, LLC
CRD
290367
SEC file #
801-128161
EIN
822746025
DBA names
Journey Beyond Wealth

Economics

AUM
$250.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$226.1M → $250.3M▲ +11%
Client mix
Individuals Other58
Individuals High Net Worth51

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
ROSWELL GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
journeybeyondwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Avera, Andrew, Jacob
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Avera, Andrew, Jacob
McCall, Christopher, Robert
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JOURNEYBEYONDWEALTH.COM
Rdap Domain Creation Date
2019-09-11T20:52:24Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052989
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-12
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002052989-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
300 COLONIAL CENTER PARKWAYSUITE 100ROSWELL, GA 30076
Business
300 COLONIAL CENTER PARKWAYSUITE 100ROSWELL, GA 30076
Edgar EIN
822746025
Edgar Recent Filings
13F-HR2026-04-28 · 0002052989-26-000002
13F-HR2026-01-23 · 0002052989-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-11T20:52:24Z
Rdap Domain Last Changed
2025-09-12T16:48:17Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6867563
Trust Company Affiliate
No

People (5)

5
Avera, Andrew, Jacob
IAR · Direct Owner · 62.5%
6867563
McCall, Christopher, Robert
IAR · Direct Owner · 37.5%
4709839
Stembridge, Jessica, Blair
Executive Officer · 2.5%
8212722
ALLISON DAINES
IAR
7128365
Philip Wesley Wegman
IAR
7258822