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JOHNSON PRIVATE WEALTH MANAGEMENT, LLC
CRD 169413
1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236, United States
Phone
847-980-7746
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.3M
Discretionary AUM
$34.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $8.8M |
| High net worth individuals | 17 | $25.2M |
| Pension/profit sharing plans | 2 | $3.3M |
Official SEC filing: View on IAPD