Journey Wealth

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

22901 Millcreek Blvd Ste 225, Cleveland,...

Phone Number

(216) 468-1333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Journey Wealth

Journey Wealth is a full-service wealth planning firm that caters to entrepreneurs, professional golfers, and high net worth families, helping them explore various opportunities arising from their success. The company's approach focuses on defining success by the paths it leads to and aims to provide clients with a deep enjoyment of life, security in their future, and confidence in their financial plans. Specializing in financial planning, investment management, business planning, and wellness coaching, Journey Wealth serves professional golfers, family wealth, entrepreneurs, executives, and private clients.Explore more
Journey Wealth's Social MediaPopular SearchesJourney WealthJourney Wealth Management, LLC (FSM Wealth Advisor...SIC Code 62,628NAICS Code 52,523Show more

Journey Wealth Org Chart

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Chief Investment Officer

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Vice President, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Journey Wealth

<$5M
11-50
Private
-
2021
PF
Peter FranzChief Investment Officer
<$5M
11-50
Private
<$5M
2001
LG
Lindsey GreshamDirector, Investment Services
<$5M
11-50
Private
-
2022
BB
Brenna BaucumOwner, Lead Planner
<$5M
1-10
Private
-
-
TT
Tatyana TanchelsonManaging Partner
<$5M
11-50
Private
-
1999
EC
Erin CorbettChief Operating Officer
<$5M
1-10
Private
-
2021
Sharese Abbadessa, Chief Operating Officer at Horizon Family Wealth
Sharese AbbadessaChief Operating Officer
<$5M
1-10
Private
-
1995
HR
Howard RichardsonFounding Partner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Journey Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Journey Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Journey Wealth.

Journey Wealth Tech Stack

A closer look at the technologies used by Journey Wealth

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Frequently Asked Questions Regarding Journey Wealth

What is Journey Wealth's official website?
Journey Wealth's official website is www.journey-wealth.com
What is Journey Wealth's Revenue?
Journey Wealth's revenue is <$5 Million
What is Journey Wealth's SIC code?
Journey Wealth's SIC: 62,628
What is Journey Wealth's NAICS code?
Journey Wealth's NAICS: 52,523
How many employees does Journey Wealth have?
Journey Wealth has 11-50 employees
What industry does Journey Wealth belong to?
Journey Wealth is in the industry of: Finance, Securities Trading
What is Journey Wealth competition?
Journey Wealth top competitors include: Beaumont Wealth Advisors, TAO Family Office, Horizon Family Wealth, Collective Wealth Planning
What technology does Journey Wealth use?
Some of the popular technologies that Journey Wealth uses are: WooCommerce, WordPress.org, Proofpoint, Google Font API
How do I contact Journey Wealth?
Journey Wealth contact info: Phone number: (216) 468-1333 Website: www.journey-wealth.com
What does Journey Wealth do?

Journey Wealth is a full-service wealth planning firm that caters to entrepreneurs, professional golfers, and high net worth families, helping them explore various opportunities arising from their success. The company's approach focuses on defining success by the paths it leads to and aims to provide clients with a deep enjoyment of life, security... in their future, and confidence in their financial plans. Specializing in financial planning, investment management, business planning, and wellness coaching, Journey Wealth serves professional golfers, family wealth, entrepreneurs, executives, and private clients.Read More

What are Journey Wealth social media links?
Journey Wealth Linkedin page
Is Journey Wealth a public company?
Journey Wealth is private company therefore does not currently have an official ticker symbol
See more information about Journey Wealth

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