JOURNEY BEYOND WEALTH
AVERA WEALTH ADVISORS, LLC Legal Name
Adviser information for JOURNEY BEYOND WEALTH last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 283 | $163.8M |
| Non-Discretionary | 0 | $0 |
| Total | 283 | $163.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 45 | $21.2M |
| HNW Individuals | 32 | $142.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128161 |
|---|---|
| SEC ERA File Number | 801-128161 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290367 |
| Legal Entity Identifier | None |
Principal Office
125 TOWNPARK DRIVE NWSUITE 300
KENNESAW
GA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 678-331-7900, Fax: 877-202-2230
Chief Compliance Officer
CHRISTOPHER MCCALL
PRINCIPAL
125 TOWNPARK DRIVE NW
SUITE 300
KENNESAW
GA
United States
Tel:
678-331-7900
Fax:
877-202-2230
C****@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Avera, Andrew, Jacob | Individual | – | PRESIDENT | 09/2017 | 50-75% |
| McCall, Christopher, Robert | Individual | – | PRINCIPAL, CCO | 12/2020 | 25-50% |