Advisor at Journey Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Journey Asset Management LLC
Location
Summerville, SC
Credentials
Series 65
Industry experience
1 year
Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.
Based on Journey Asset Management LLC
Financial planning flat fee up to $2,500
$0 - $1,000,000: 1.00% annually $1,000,000.01+: 0.75% annually
Fee-only: Financial planning flat fee up to $2,500
Summerville, SC
California · South Carolina · Texas
Journey Asset Management LLC
2025 - Present (1 year)
Journey Asset Management LLC
2024 - Present (2 years)
US Navy
2000 - Present (26 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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