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WILLIS JOHNSON WEALTH
Legal name: WILLIS JOHNSON WEALTH, INC.
CRD 119759File 801-66191
APPROVED
Retail clients
Custody
Filing as of Aug 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 41 | increased by5 |
| Apr 1, 2026 | Clients | 516 | 578 | increased by62 |
| Apr 1, 2026 | AUM | $1,419,970,309 | $1,851,891,503 | increased by$431,921,194 |
| Apr 1, 2026 | Accounts | 2,377 | 2,742 | increased by365 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 36 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 372 | 516 | increased by144 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $914,867,578 | $1,419,970,309 | increased by$505,102,731 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,439 | 2,377 | increased by938 |
| Sep 1, 2022 | Employees | 20 | 28 | increased by8 |
| Aug 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 333 | 372 | increased by39 |
| Apr 1, 2022 | AUM | $721,941,379 | $914,867,578 | increased by$192,926,199 |
| Apr 1, 2022 | Accounts | 1,240 | 1,439 | increased by199 |
| Dec 1, 2021 | Employees | 18 | 19 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLIS JOHNSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLIS JOHNSON” may also match similarly-named firms). Confirm identity against each filing.
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.