Journey Strategic Wealth Llc

Entity
Company
Business address
47 Maple Street, Suite 104, 07901 Summit, NJ
Phone
(201) 905-0070
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Penny Phillips - Co-Founder, President
All SEC filings
View on sec.gov
Journey Strategic Wealth Llc has filed 18 SEC EDGAR filings since 2/14/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-22006
13F-HR Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-22006
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-22006
13F-HR Open Document Open Filing Jan 24, 2025 Dec 31, 2024 028-22006
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-22006
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-22006
13F-HR Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-22006
13F-HR Open Document Open Filing May 13, 2024 Mar 31, 2024 028-22006
13F-HR Open Document Open Filing Feb 9, 2024 Dec 31, 2023 028-22006
13F-HR Open Document Open Filing Nov 8, 2023 Sep 30, 2023 028-22006
13F-HR Open Document Open Filing Aug 14, 2023 Jun 30, 2023 028-22006
D Open Document Open Filing Jun 15, 2023 021-484324
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-22006
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-22006
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-22006
13F-HR Open Document Open Filing Aug 15, 2022 Jun 30, 2022 028-22006
13F-HR Open Document Open Filing May 16, 2022 Mar 31, 2022 028-22006
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-22006