← Directory
JOHNSON WEALTH INC.
CRD 125557File 801-61862
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.35B
Top 10% of cohort (national)
Discretionary AUM
$8.47B
Non-discretionary $1.87B
Clients
2,412
6,701 accounts
Employees
142
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 4, 2003
- Principal office
- 555 EAST WELLS STREET, SUITE 1900, MILWAUKEE, WI, 53202
- Phone
- 414-291-4500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.35B
- Discretionary AUM
- $8.47B
- Non-discretionary AUM
- $1.87B
- Discretionary accounts
- 6,620
- Non-discretionary accounts
- 81
- Total accounts
- 6,701
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 107 | $1.41B |
| Charitable organizations | 36 | $177.3M |
| Other investment advisers | 1 | $4.38B |
| High net worth individuals | 2,058 | $3.89B |
| Pension and profit sharing plans | 26 | $291.9M |
| State or municipal government entities | 4 | $167.3M |
| Individuals (other than high net worth individuals) | 180 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 | 132 | 142 | increased by10 |
| Apr 1, 2026 | Clients | 2,460 | 2,412 | decreased by48 |
| Apr 1, 2026 | AUM | $9,109,318,040 | $10,348,426,272 | increased by$1,239,108,232 |
| Apr 1, 2026 | Accounts | 6,888 | 6,701 | decreased by187 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 107 | 132 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 909 | 2,460 | increased by1,551 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,804,222,393 | $9,109,318,040 | increased by$305,095,647 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 909 | 6,888 | increased by5,979 |
| Apr 1, 2022 | Employees | 105 | 107 | increased by2 |
| Apr 1, 2022 | Clients | 892 | 909 | increased by17 |
| Apr 1, 2022 | AUM | $7,968,761,778 | $8,804,222,393 | increased by$835,460,615 |
| Apr 1, 2022 | Accounts | 892 | 909 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JOHNSON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOHNSON WEALTH” 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.