JOHNSON WEALTH MANAGEMENT, LLC
Company Profile
| As of Date | 07/29/2026 |
| ADV Location | United States, AZ / United States, ND |
| AUM* | 324,951,310 64% |
| of that, discretionary | 323,371,310 26% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 534,459 8% |
| High Net Worth | 54.10% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
323M
277M
231M
185M
139M
92M
46M
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds