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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CapitalVital
- Established Date
- 10-24-2018
- Office Locations
- 2
Office Locations
About Journey Wealth Management
Journey Wealth Management is an Ohio-based RIA serving entrepreneurs, high-net-worth families, and professional golfers with integrated wealth planning, investment management, and wellness/coaching. Services span tax, estate, business, insurance, and family office planning and reporting. Investment approaches use asset allocation across ETFs and mutual funds, with exposure to alternatives, fixed income, and real estate. Custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON MICHAEL EWASKO
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
TERENCE JAMES GLIHA
Chief Executive Officer, President
- CRD
- #6286392
- Ownership
- Less than 5%
Optima vector
Value catalyst
- CRD
- #92687
- Ownership
- 15.7%
Showing 2 of 3 owners & executives
Unlock allContacts
DOUGLAS JAMES AMBROSE
Director, Wealth Management
- CRD
- #4068870
Michael Ryan Baker
Vice President
- CRD
- #5812095
Pioneer peak
Summit unison
- CRD
- #36824
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,387,419,659 | $1,578,407 |
| Non-Discretionary | $0 | -- |
| Total | $1,387,419,659 | $1,578,407 |
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Separately Managed Accounts
Total SMA Asset: $1,387,419,659
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $820,355,035 | 9.2% |
| Equity - Exchange | $1,212,698,747 | 13.6% |
| Cash | $695,518,399 | 7.8% |
| Municipal Bonds | $1,373,202,993 | 15.4% |
| U.S. Government/Agency | $2,291,643,956 | 25.7% |
| Corporate - Investment Grade | $757,936,717 | 8.5% |
| Derivatives | $1,061,111,404 | 11.9% |
| Other | $704,435,301 | 7.9% |
| Total | $8,916,902,552 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER TIMBER | VERTEX EMBER | OO6XFGTR5 | NUSWV | 11.64% | $14,090,280 |
| PRIME INSIGHT | ELEMENT ATLAS | NLDOVA1AN | FBK | 11.95% | $94,033,543 |
| PRIME MERIDIAN | SIGNAL BRIDGE | 4RYUC04Z9 | BDTIP | 5.34% | $88,519,569 |
| VALUE WAVE FOUNDATION | SUMMIT PEAK | 8I87HAYGZ | MBF | 8.13% | $95,457,786 |
| UNISON ZENITH EMBER | SUMMIT RADIAL | OZGE6OYXI | JADI | 1.18% | $66,227,696 |
| INSIGHT NORTH PIONEER | ELEMENT OAK | XP1A9D5VO | ZNLQV | 5.92% | $109,471,282 |
| ALPHA CAPITAL | FUSION RADIAL | TRZV0NJD6 | BGCZG | 7.72% | $28,391,089 |
| CATALYST LEGACY | ZENITH HARBOR | NV1ZYE4TR | WAKDG | 5.05% | $103,405,862 |