Journey Beyond Wealth

Overview

Journey Beyond Wealth is an SEC registered investment adviser based in Roswell, GA, registered since 2017. It reports $25M in assets under management across 412 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$25M

Discretionary

100%

Accounts

412

Average account

$607K

Employees

6

Advisory reps

4

Registered since

2017

Jurisdictions

5

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Andrew Jacob Avera President CRD 6867563
• Christopher Robert McCall Principal CRD 4709839
• Jessica Blair Stembridge Chief Compliance Officer CRD 8212722

Advisory reps 3 of 4

• Andrew Jacob Avera Investment Adviser Rep CRD 6867563
• Allison Daines Investment Adviser Rep CRD 7128365
• Christopher Robert Mccall Investment Adviser Rep CRD 4709839

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

300 Colonial Center Pkwy Ste 100
Roswell, GA 30076

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: journeybeyondwealth.com

Every state, with registration dates

Similar firms near Roswell

• Commonwealth Financial Planners IncRoswell, GA$228M AUM
• Park Square Financial Group LLCRoswell, GA$219M AUM
• St. John & Associates, Inc.Roswell, GA$128M AUM
• Vickery Creek Capital ManagementRoswell, GA$95.2M AUM
• Barnard Financial Group, LLCRoswell, GA$94.2M AUM