JOURNEY WEALTH MANAGEMENT
  • JOURNEY WEALTH MANAGEMENT
  • FSM WEALTH
  • FSM WEALTH ADVISORS, LLC
  • JOURNEY WEALTH
  • JOURNEY

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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/24/2018
ADV Location CLEVELAND, OH, United States
Contact Info 216 xxxxxxx
Websites
AUM* 1,387,419,659 47%
of that, discretionary 1,387,419,659 47%
Number of Employees 27 29%
of those in investment advisory functions 17 21%
Private Fund GAV* 0
Avg Account Size 1,578,407 -9%
% High Net Worth 32.99% 15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 991M 793M 595M 396M 198M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name MEADEN AND MOORE Filing Date09/18/2025 Form ADV-E View Report
Accounting Firm Name MEADEN AND MOORE Filing Date10/03/2024 Form ADV-E View Report
Accounting Firm Name MEADEN AND MOORE Filing Date09/21/2023 Form ADV-E View Report

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