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JOHNSON WEALTH MANAGEMENT, LLC
CRD 123105 · SEC 801-110295
214 NORTH 4TH STREET, STE 123, GRAND FORKS, ND, 58203, United States
Phone
701-746-8310
Fax
701-746-8317
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$323.4M
Discretionary AUM
$323.4M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $25.3M |
| High net worth individuals | 99 | $272.8M |
States served
AZ, MN, ND
Official SEC filing: View on IAPD