Overview
Assets Under Management: $257 million
Headquarters: GRAND FORKS, ND
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
JOHNSON WEALTH MANAGEMENT, LLC 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 #123105), JOHNSON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JOHNSON WEALTH MANAGEMENT, LLC is headquartered in GRAND FORKS, ND.
JOHNSON WEALTH MANAGEMENT, LLC serves 92 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, JOHNSON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JOHNSON WEALTH MANAGEMENT, LLC manages $257 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, JOHNSON WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 508
Discretionary Accounts: 508
Regulatory Filings
CRD Number: 123105
Last Filing Date: 2025-02-12 00:00:00
Website: https://johnsonwealth.com