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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2017
- Office Locations
- 4
Office Locations
About Journey Beyond Wealth
Journey Beyond Wealth is an SEC-registered RIA providing family wealth advising for multi-generational families of significant wealth, helping them get organized, clarify goals and values, and build a legacy and impact plan. Services include comprehensive planning (tax, estate, charitable, insurance) and discretionary portfolio management using ETFs, mutual funds, and fixed income with active asset allocation and risk management. Client portal uses Envestnet Tamarac; custody includes Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Andrew Jacob Avera
Owner, President
- CRD
- #6867563
- Ownership
- 50% but less than 75%
Christopher Robert McCall
Chief Improvement Officer
- CRD
- #4709839
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ALLISON DAINES
Director of Client Delight
- CRD
- #7128365
Philip Wesley Wegman
Director of Financial Exploration
- CRD
- #7258822
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,267,449 | $607,445 |
| Non-Discretionary | $0 | -- |
| Total | $250,267,449 | $607,445 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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