JOHNSON LYMAN WEALTH ADVISORS

4966 El Camino Real
Suite 109
Los Altos, California 94022
Tel: 650-494-2733

About JOHNSON LYMAN WEALTH ADVISORS

JOHNSON LYMAN WEALTH ADVISORS, formally registered with the SEC as JOHNSON LYMAN WEALTH ADVISORS. The firm was established in 05/15/2009. They have over 1 offices throughout the country.

JOHNSON LYMAN WEALTH ADVISORS is a Los Altos, California based Financial Planning firm with nearly $168,143,732 assets under management, offering retirement planning & investment advisory services to 55 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150150
SEC#	801-70139
Assets Managed by Firm	$168,143,732
No. of Clients	55
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	55	$168,143,732
Individuals (other than high net worth individuals)	11	$5,596,744
High net worth individuals	42	$148,090,945
Pension and profit sharing plans	1	$9,902,036
Charitable organizations	1	$4,554,007

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