555 East Wells Street
Suite 1900
Milwaukee, Wisconsin 53202
Tel: 414-291-4500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125557 |
SEC# | 801-61862 |
Assets Managed by Firm | $7,746,236,885 |
No. of Clients | 1544 |
No. of Advisors | 117 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1544 | $7,746,236,885 |
Individuals (other than high net worth individuals) | 645 | $379,490,928 |
High net worth individuals | 832 | $1,960,701,348 |
Pension and profit sharing plans | 7 | $10,578,292 |
Charitable organizations | 25 | $192,003,592 |
Other investment advisers | 2 | $4,187,328,775 |
Corporations or other businesses | 30 | $901,869,677 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
$247,790,348,025 | 316065 | 4071 | |
$128,675,520,784 | 272 | 483 | |
$32,032,395,000 | 361 | 62 | |
$25,569,711,808 | 27 | 12 |
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