Journey Equity Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,467,125
Clients
106
9% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$98,746
About
Journey Equity Wealth Management LLC works with individuals (including high net worth clients), trusts, estates, retirement plans, and small businesses to provide discretionary asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm’s brochure also lists a range of planning and consulting services that extend to corporate structure advice, real estate analysis, mortgage/debt review, cost segregation studies and lines-of-credit evaluations.
Portfolios are tailored to client objectives and monitored for rebalancing, with investment options that may include individual stocks, bonds, ETFs, mutual funds, options and alternative investments; the firm describes using a broad set of analytical methods (fundamental, technical, quantitative, cyclical and sector analysis) and duration management in its process. The adviser accepts discretionary authority to trade client accounts and discloses practices such as the use of margin, options and short-sale strategies where appropriate to client goals and risk tolerances.
Noteworthy for a small, state-registered firm, Journey Equity lists services more commonly found at larger advisors—ERISA-focused retirement plan consulting and corporate-level offerings like cost segregation—alongside the capacity to invest in complex or illiquid instruments. The brochure also discloses that representatives are licensed to sell insurance (creating potential commission-based conflicts), that the firm recommends Schwab as custodian and may have authority to arrange fee deductions from custodial accounts, and that it maintains internal controls for personal trading and a written Code of Ethics.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
$1,000 to $25,000
$300-$500 per hour
Main office location
Journey Equity Wealth Management LLC
8141 2 Nd Street, Suite 545
Downey CA 90241, United States
Number of offices
1
Most active in
Journey Equity Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")