National Retirement Planning Experts

National Coverage
Local Professionals

JOHNSON WEALTH MANAGEMENT, LLC

214 North 4th Street
Ste 123
Grand Forks, North Dakota 58203
Tel: 701-746-8310

Need a Financial Advisor?
Compare Vetted Advisors

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 $256,889,061 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123105
SEC#801-110295
Assets Managed by Firm$256,889,061
No. of Clients508
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total508$256,889,061
Individuals (other than high net worth individuals)60$18,300,320
High net worth individuals92$216,265,602
Pension and profit sharing plansFewer than 5 clients$8,669,620
Charitable organizationsFewer than 5 clients$13,653,519

More Retirement Planning firms in Grand Forks, North Dakota:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VIKING FUND MANAGEMENT LLC
1 Main St North
Minot, ND, 58703
$848,373,480125
BRADY MARTZ WEALTH SOLUTIONS, LLC
401 Demers Ave, Ste 300
Grand Forks, ND, 58201
$599,419,8194855
PRAIRIEWOOD WEALTH MANAGEMENT
3175 Sienna Dr S, Ste 100
Fargo, ND, 58104
$216,828,2987423
WEALTH FORWARD, LLC
2632 47th St S., Suite 107
Fargo, ND, 58104
$197,216,7639652
FINANCIAL STRATEGIES GROUP
1220 28th Avenue North
Fargo, ND, 58102
$169,820,000134410

Explore More Retirement Advisors in Grand Forks, North Dakota