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JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 315237File 801-122085
APPROVED
Retail clients
Disclosure events
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$187.3M
Bottom 25% of cohort (national)
Discretionary AUM
$187.3M
Clients
637
1,048 accounts
Employees
8
Bottom 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 13, 2021
- Principal office
- 3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406
- Phone
- 208-552-9169
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.3M
- Discretionary AUM
- $187.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,048
- Non-discretionary accounts
- 0
- Total accounts
- 1,048
- AUM per client
- $294K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $63.0M |
| Individuals (other than high net worth individuals) | 603 | $124.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11
- Q11A1
- Q11A2
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.