Journey Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

298904

SEC number

801-114180

Firm type

RIA

Assets under management

$1.4B as of Mar 30, 2026

Website

www.fsmwealthadvisors.com ↗

Phone

216-468-1333

Address

22901 Millcreek Blvd., Cleveland, OH, 44122

Advisors at this firm

16 in our index · page 1 of 1

• Douglas James AmbroseCRD 4068870 · Cleveland, OH
  IA RegisteredRegistration inactive
• Matthew J BurnhamCRD 5586452 · Akron, OH
  IA RegisteredRegistration inactive
• Michael Ryan BakerCRD 5812095 · Cleveland, OH
  IA Registered
• Bryan Joseph CostinCRD 4494532 · Cleveland, OH
  IA RegisteredRegistration inactive
• Peter R FranzCRD 5399850 · Cleveland, OH
  IA RegisteredRegistration inactive
• Anthony Thomas GarganoCRD 6025596 · Cleveland, OH
  IA Registered
• Terence James GlihaCRD 6286392 · Cleveland, OH
  IA Registered
• Charles R HrubyCRD 7992442 · Cleveland, OH
  IA Registered
• Mitchell X KnotekCRD 8168245 · Cleveland, OH
  IA Registered
• Lauren Irene MaclarenCRD 5821518 · Cleveland, OH
  IA Registered
  Disclosure event(s) on record
• Kevin Allen McpeekCRD 6639426 · Cleveland, OH
  IA Registered
• James Harmon MyersCRD 4392672 · Cleveland, OH
  IA RegisteredRegistration inactive
• David George OlsonCRD 2242624 · Cleveland, OH
  IA RegisteredRegistration inactive
• Nicholas Anthony PaternitiCRD 6818459 · Cleveland, OH
  IA RegisteredRegistration inactive
• Danijel RomicCRD 6188644 · Cleveland, OH
  IA RegisteredRegistration inactive
• Amy Lynne WhiteCRD 4454406 · Cleveland, OH
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.