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JOURNEY WEALTH MANAGEMENT
Legal name: FSM WEALTH ADVISORS, LLC
CRD 298904File 801-114180
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$1.39B
Clients
879
879 accounts
Employees
27
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 24, 2018
- Principal office
- 22901 MILLCREEK BLVD., SUITE 225, CLEVELAND, OH, 44122
- Phone
- 216-468-1333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $1.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 879
- Non-discretionary accounts
- 0
- Total accounts
- 879
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $23.9M |
| Charitable organizations | 6 | $25.6M |
| High net worth individuals | 290 | $1.06B |
| Individuals (other than high net worth individuals) | 572 | $281.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.