CRD: 335931
Journey Equity Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2025
- Office Locations
- 1
Office Locations
About Journey Equity Wealth Management LLC
Journey Equity Wealth Management LLC is a Downey, CA wealth management firm providing financial planning and investment management, including tax and estate planning, insurance and business-succession support. The practice serves retail clients with a focus on entrepreneurs, using portfolios built largely with ETFs and other public-market exposures alongside fixed income and select alternatives, and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
ISAI JUAREZ
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6168124
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,467,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,467,125 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,467,125
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $395,195,440 | 15.2% |
| Corporate - Investment Grade | $467,994,600 | 18.0% |
| Derivatives | $473,194,540 | 18.2% |
| U.S. Government/Agency | $395,195,440 | 15.2% |
| Cash | $285,996,700 | 11.0% |
| Municipal Bonds | $582,393,280 | 22.4% |
| Total | $2,599,970,000 | 100.0% |