$555.9K Total AUM
$555.9K Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2025
- Office Locations
- 1
Office Locations
-- Summerville SC
About Journey Asset Management LLC
Journey Asset Management is a Summerville, SC-based fee-only, fiduciary RIA providing investment advisory and portfolio management for retail clients. The firm emphasizes low-cost, index-oriented implementation and an open-architecture approach (no commissions or proprietary fund restrictions). Custody is through Altruist.
Team overview
-- AVG AGE
$555.9K AVG AUM / ADVISOR
$13.9K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
Wesley Michael Shuman
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #8035798
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $555,943 | -- |
| Non-Discretionary | $0 | -- |
| Total | $555,943 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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