Mitchell X Knotek
Investment adviser representative at Journey Wealth Management
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Journey Wealth ManagementOct 2025 to now
- Fsm Wealth Advisors / Journey Wealth ManagementAug 2024 to now
- John Carroll UniversityJun 2023 to Jul 2024
- Valparaiso UniversityAug 2020 to May 2023
- Trinity High SchoolAug 2017 to Aug 2020
- Assumption AcademyJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Journey Wealth Management
Legal name: Fsm Wealth Advisors, LLC
$1.4BAssets managed
879Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8168245
- Firm CRD
- 298904