← Directory
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 315237File 801-122085
APPROVED
Retail clients
Disclosure events
Filing as of Jun 5, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2026 | Clients | 570 | 637 | increased by67 |
| Mar 1, 2026 | AUM | $161,098,639 | $187,318,571 | increased by$26,219,932 |
| Mar 1, 2026 | Accounts | 992 | 1,048 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 7 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 348 | 570 | increased by222 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $109,611,613 | $161,098,639 | increased by$51,487,026 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 348 | 992 | increased by644 |
| Aug 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 438 | 348 | decreased by90 |
| Apr 1, 2022 | AUM | $104,638,689 | $109,611,613 | increased by$4,972,924 |
| Apr 1, 2022 | Accounts | 660 | 348 | decreased by312 |
| Jan 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2022 | AUM | $0 | $104,638,689 | increased by$104,638,689 |
| Jan 1, 2022 | Accounts | 0 | 660 | increased by660 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JOURNEY RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOURNEY RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.