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JOHNSON WEALTH INC.
CRD 125557 · SEC 801-61862
555 EAST WELLS STREET, SUITE 1900, MILWAUKEE, WI, 53202, United States
Phone
414-291-4500
Fax
414-270-2241
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.35B
Discretionary AUM
$8.47B
Team
142 total employees; 71 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $30.0M |
| High net worth individuals | 2058 | $3.89B |
| Pension/profit sharing plans | 26 | $291.9M |
| Charitable organizations | 36 | $177.3M |
| State/municipal entities | 4 | $167.3M |
| Other investment advisers | 1 | $4.38B |
| Corporations/business entities | 107 | $1.41B |
States served
VT, AL, AK, AZ, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD