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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.
Reported data analysis
What the numbers show
Between October 14, 2025 and February 6, 2026, reported AUM increased 10.7%, from $226.1M to $250.3M.
Across 4 reported observations, AUM increased 76.0% between November 17, 2023 and February 6, 2026, from $142.2M to $250.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 109 clients, or 21.8 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
Unlock allContacts
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
SMA allocation detail is available
Journey Beyond Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Journey Beyond Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.