JOHNSON WEALTH INC.
SEC Form ADV profile.
Total regulatory AUM
$10,348,426,272
Discretionary
$8,474,742,222
Non-discretionary
$1,873,684,050
Firm details
- CRD number
- 125557
- SEC file number
- 801-61862
- Main office
- MILWAUKEE, WI, United States
- Employees
- 142
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.