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Home > Retirement Planners > north dakota > grand forks > JOHNSON WEALTH MANAGEMENT, LLC
JOHNSON WEALTH MANAGEMENT, LLC
322 Demers Avenue
Suite 402
Grand Forks, North Dakota 58201
Tel: 701-746-8310
About JOHNSON WEALTH MANAGEMENT, LLC
JOHNSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as JOHNSON WEALTH MANAGEMENT, LLC. The firm was established in 04/05/2017. They have over 1 offices throughout the country.
JOHNSON WEALTH MANAGEMENT, LLC is a Grand Forks, North Dakota based Financial Planning firm with nearly $169,427,001 assets under management, offering retirement planning & investment advisory services to 399 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 123105 |
| SEC# | 801-110295 |
| Assets Managed by Firm | $169,427,001 |
| No. of Clients | 399 |
| No. of Advisors | 1 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 399 | $169,427,001 |
| Individuals (other than high net worth individuals) | 53 | $15,528,913 |
| High net worth individuals | 77 | $127,153,098 |
| Pension and profit sharing plans | 7 | $15,527,312 |
| Charitable organizations | 5 | $11,217,678 |
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