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JOHNSON WEALTH INC.

555 East Wells Street
Suite 1900
Milwaukee, Wisconsin 53202
Tel: 414-291-4500

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About JOHNSON WEALTH INC.

JOHNSON WEALTH INC, formally registered with the SEC as JOHNSON WEALTH INC. The firm was established in 03/04/2003. They have over 12 offices throughout the country.

JOHNSON WEALTH INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $7,746,236,885 assets under management, offering retirement planning & investment advisory services to 1544 clients. The firm is staffed with 117 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125557
SEC#801-61862
Assets Managed by Firm$7,746,236,885
No. of Clients1544
No. of Advisors117

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1544$7,746,236,885
Individuals (other than high net worth individuals)645$379,490,928
High net worth individuals832$1,960,701,348
Pension and profit sharing plans7$10,578,292
Charitable organizations25$192,003,592
Other investment advisers2$4,187,328,775
Corporations or other businesses30$901,869,677

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