Isai Juarez
Journey Equity Wealth Management · Downey, California
Isai Juarez is a fee-only financial advisor at Journey Equity Wealth Management in Downey, California. Isai focuses on small business owners and family wealth transfer. Journey Equity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Journey Equity Wealth Management |
|---|---|
| Based in | Downey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $10.5M across 106 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6168124 |
| Exams passed | Series 63 (2014) · Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myjourneyequity.com |
How Isai's firm compares
- Journey Equity Wealth Management's average account is about $99,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Isai
Is Isai Juarez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isai holds no broker registration, and Journey Equity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isai charge for financial advice?
Isai's firm, Journey Equity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Isai Juarez based?
Isai Juarez is based in Downey, California.
What does Isai specialize in?
Isai's specialties include small business owners and family wealth transfer. Isai works with multi-generational families.
Is Isai Juarez registered with the SEC?
Yes. Isai Juarez is registered as an investment adviser representative in CA and TX (CRD 6168124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Equity Wealth Management manage?
Journey Equity Wealth Management reports $10.5M across 106 accounts in assets under management.
How do I contact Isai Juarez?
Through Isai's website, www.myjourneyequity.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Journey Equity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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