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WILLIS JOHNSON WEALTH
Legal name: WILLIS JOHNSON & ASSOCIATES, INC.
CRD 119759File 801-66191
APPROVED
Retail clients
Custody
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.85B
Top 25% of cohort (national)
Discretionary AUM
$1.76B
Non-discretionary $88.2M
Clients
578
2,742 accounts
Employees
41
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 9, 2006
- Principal office
- 5847 SAN FELIPE, SUITE 1500, HOUSTON, TX, 77057
- Phone
- 713-439-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.85B
- Discretionary AUM
- $1.76B
- Non-discretionary AUM
- $88.2M
- Discretionary accounts
- 2,551
- Non-discretionary accounts
- 191
- Total accounts
- 2,742
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 92 | $723.5M |
| Individuals (other than high net worth individuals) | 486 | $1.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.