Fee-only adviser · Downey, CA
Journey Equity Wealth Management LLC
Journey Equity Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Downey, California. On its latest Form ADV, filed March 27, 2026, it reports $10M in regulatory assets under management, 106 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 335931 · SEC file 801-132817 |
| Office | 8141 2nd Street Suite 545 Downey, CA 90241 |
| Phone | (562) 774-5931 |
| Website | www.myjourneyequity.com |
| Regulatory assets under management | $10M |
| Individual clients | 96 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Downey
- Integrity Investment Portfolios LLC Not reported
Nearby
- Cerritos 1 firm
- Whittier 2 firms
- Carson 1 firm
- Hacienda Heights 1 firm
- Los Alamitos 2 firms
- South Pasadena 1 firm
- Fullerton 2 firms
- San Marino 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Journey Equity Wealth Management LLC? Update this listing.