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PWJOHNSON WEALTH & LEGACY, LLC
CRD 133538 · SEC 801-67418
2051 GRANT ROAD, SUITE 240, LOS ALTOS, CA, 94024-6913, United States
Phone
408-747-1222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $10.8M |
| High net worth individuals | 27 | $48.8M |
| Charitable organizations | 1 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD