RIA Intel›Advisers›Kentucky›JOURNEY FINANCIAL MANAGEMENT, LLC

JOURNEY FINANCIAL MANAGEMENT, LLC

Advisory

BOWLING GREEN, KY

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in KY

#124

of 136 advisers by AUM

Average account

$289K

across 200 accounts

AUM per adviser

$14M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IN, KY, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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