Data / Form D filings / JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC: Form D filing
JOURNEY STRATEGIC WEALTH LLC, a financial services company in Summit, NJ, filed a Form D with the SEC in 2023. The latest, on June 15, 2023, reports $4 million sold of a $4 million offering to 1 investor.
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Company details from the filing
- Address
- 104 SUMMIT AVENUE, Summit, NJ, 07901
- Phone
- (201) 905-0070
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2021
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1909316
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jun 15, 2023 | New notice | $4,000,000 | $4,000,000 | 1 | Jun 1, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Michael Brown | Executive Officer, Director | |
| Damian Lo Basso | Director | |
| Charles Britton | Director | |
| Brian Flynn | Director | |
| Penny Phillips | Director |
Other financial services companies in New Jersey that filed recently
- 2GenPen Inc. $50,000 · Oct 14, 2026
- First Harvest Federal Credit Union $6 million · Sep 15, 2026
- Alexander Capital Ventures LLC $6 million · Sep 14, 2026
- Mortgage Automation Technologies, Inc. $150,000 · Sep 11, 2026
- POS Ventures SPV I, LLC $210,000 · Sep 10, 2026
- Estee Capital LLC $41.1 million · Aug 19, 2026
Every Form D from the week of Jun 12, 2023 · All recent filings in New Jersey · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what JOURNEY STRATEGIC WEALTH LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.