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JOHNSON WEALTH INC.
CRD 125557File 801-61862
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.