Journey Beyond Wealth

Journey Beyond Wealth (CRD# 290367) is a financial advisory firm headquartered in Kennesaw, GA. They manage $163,755,132 in 283 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

125 Townpark Drive Nw, Suite 300, Kennesaw, GA 30144

https://www.facebook.com/averawealthadvisors/

By the Numbers

Total Assets Under Management

164

MILLION
Total Number of Accounts

283

ACCOUNTS
Average Account Value

$578,640

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

GA, TN, TX

Financial Advisors at Journey Beyond Wealth

Showing 1 - 2 of 2 top financial advisors.

Andrew J. Avera

CRD#: 6867563

125 Townpark Drive Nw, Suite 300, Kennesaw, GA 30144

Andrew Avera (CRD# 6867563) is an Investment Advisor Representative working at Journey Beyond Wealth in Kennesaw, GA and has 1 year of experience in the finance industry.

Christopher R. McCall

CRD#: 4709839

125 Townpark Drive Nw, Suite 300, Kennesaw, GA 30144

Christopher McCall (CRD# 4709839) is an Investment Advisor Representative working at Journey Beyond Wealth in Kennesaw, GA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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