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JOHNSON WEALTH INC.

dba JOHNSON WEALTH INC. · CRD 125557 · Registered Investment Adviser

JOHNSON WEALTH INC. is a Registered Investment Adviser headquartered in MILWAUKEE, WI. The firm reports $10,348,426,272 in regulatory assets under management across 6,701 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$8,474,742,222
Non-discretionary$1,873,684,050
Total RAUM$10,348,426,272
Accounts6,701

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 125557. adviserinfo.sec.gov/firm/summary/125557.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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