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JOHNSON LYMAN WEALTH ADVISORS

JOHNSON LYMAN, INC.

CRD 150150 · SEC 801-70139

Visit website

4966 EL CAMINO REAL, SUITE 109, LOS ALTOS, CA, 94022, United States

Phone

650-494-2733

Fax

650-494-2431

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$202.1M

Discretionary AUM

$190.1M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals9$5.6M
High net worth individuals46$179.6M
Pension/profit sharing plans1$12.0M
Charitable organizations1$4.8M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD