JOHNSON WEALTH INC.

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

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 $8,435,966,964 assets under management, offering retirement planning & investment advisory services to 2516 clients. The firm is staffed with 137 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125557
SEC#	801-61862
Assets Managed by Firm	$8,435,966,964
No. of Clients	2516
No. of Advisors	137

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	2516	$8,435,966,964
Individuals (other than high net worth individuals)	1063	$485,573,599
High net worth individuals	1307	$3,166,183,458
Pension and profit sharing plans	5	$12,523,785
Charitable organizations	40	$250,536,437
Other investment advisers	1	$3,331,212,641
Corporations or other businesses	96	$1,037,024,934

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