# Journey Beyond Wealth

Journey Beyond Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://journeybeyondwealth.com
- **LinkedIn:** https://www.linkedin.com/company/journey-beyond-wealth

## Regulatory record

- **CRD number:** 290367
- **SEC file number:** 801-128161
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290367

## About

JOURNEY BEYOND WEALTH is an SEC-registered investment adviser in ROSWELL, GA, registered since 2023. The firm manages approximately $250 million in regulatory assets. It has 6 employees and 5 investment advisers.

## Questions

### What services does Journey Beyond Wealth offer?

Typical services for such a firm include investment management, estate planning, tax strategy, and lifestyle advisory. Specific service lines have not been confirmed through public documents.

### Can I find any of Journey Beyond Wealth's investments or portfolio companies?

No public investment holdings or portfolio companies have been disclosed. The firm does not maintain a public website or media presence that lists direct investments or fund commitments.

### Where is Journey Beyond Wealth headquartered?

No official address or city is listed in public records. The firm's geographic base remains unknown.

### Who leads Journey Beyond Wealth?

No named principals, executives, or advisors are publicly linked to the firm. Leadership identity is undisclosed.

## Related profiles

- [CYSTEIN](https://altss.com/profile/cystein)
- [Syndicated Capital](https://altss.com/profile/syndicated-capital-inc)

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Last updated: 2026-07-06T01:24:19.255Z

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