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WILLIS JOHNSON WEALTH
WILLIS JOHNSON & ASSOCIATES, INC.
CRD 119759 · SEC 801-66191
5847 SAN FELIPE, SUITE 1500, HOUSTON, TX, 77057, United States
Phone
713-439-1200
Fax
713-599-0999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.85B
Discretionary AUM
$1.76B
Team
41 total employees; 21 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 486 | $1.12B |
| High net worth individuals | 92 | $723.5M |
States served
AR, CA, IL, LA, MA, NE, NV, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD