Philip W. Wegman

JOURNEY BEYOND WEALTH

Washington, IL

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CRD#: 7258822

Professional summary

Philip Wesley Wegman, CFP®, who also goes by Phil Wesley Wegman, Philip Wegman, is a registered financial advisor currently at JOURNEY BEYOND WEALTH located in Washington, Illinois.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Philip has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil Wesley Wegman | Philip Wegman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FaireCoffee; Not investment related; 101 N Main St Washington, Illinois, 61571; Coffee shop; Bookkeeper; Bookkeeper; January 2, 2023; 8; 4; Keeping QuickBooks up to date.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Wesley Wegman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 21, 2025 - Present

JOURNEY BEYOND WEALTH

RIA

CRD#: 290367

Washington, IL

Past

October 14, 2022 - September 29, 2025

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

DECATUR, IL

Past

October 12, 2022 - September 29, 2025

INVESTMENT PLANNERS, INC.

CRD#: 18557

QUINCY, IL

Past

September 18, 2020 - October 14, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

July 28, 2020 - October 14, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOURNEY BEYOND WEALTH

AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW

CRD#: 290367 / SEC#: 801-128161

RIA

Registered Investment Advisory firm - (6/15/2023 Approved)

Georgia

Registered Investment Advisory firm - (7/17/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (7/10/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (7/10/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/10/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/28/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/28/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/1/2020

Securities Industry Essentials Examination

Current Firm

JOURNEY BEYOND WEALTH

AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW

CRD#: 290367 / SEC#: 801-128161

RIA

Registered Investment Advisory firm - (6/15/2023 Approved)

Georgia

Registered Investment Advisory firm - (7/17/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (7/10/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (7/10/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/10/2023 Terminated)

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Contact information

Main Address

300 Colonial Center Parkway Suite 100, Roswell, GA 30076

Mailing Address

Phone number

(678) 331-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/31/2025)

Regulatory assets under management

Total Number of Accounts	365
AUM (Assets Under Management)	$ 226,095,412

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Philip W. Wegman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Wesley Wegman's CRS (Customer Relationship Summary).

Certified licenses

Experience

IPI WEALTH MANAGEMENT, INC.

INVESTMENT PLANNERS, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

JOURNEY BEYOND WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2020

Series 7TO

Date: 7/28/2020

SIE

Date: 5/1/2020

Current Firm

JOURNEY BEYOND WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY BEYOND WEALTH

TRUST BUT VERIFY

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