Overview
Assets Under Management: $9.1 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 2,078
Average Client Assets: $2 million
Frequently Asked Questions
JOHNSON WEALTH INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125557), JOHNSON WEALTH INC. is subject to fiduciary duty under federal law.
JOHNSON WEALTH INC. is headquartered in MILWAUKEE, WI.
JOHNSON WEALTH INC. serves 2,078 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, JOHNSON WEALTH INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JOHNSON WEALTH INC. manages $9.1 billion in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, JOHNSON WEALTH INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,078
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,888
Discretionary Accounts: 6,805
Non-Discretionary Accounts: 83
Regulatory Filings
CRD Number: 125557
Filing ID: 2029038
Last Filing Date: 2025-11-21 14:17:14
Website: 9