JOHNSON LYMAN, INC.
Doing business as JOHNSON LYMAN WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$202,117,904
Discretionary
$190,072,646
Non-discretionary
$12,045,258
Firm details
- CRD number
- 150150
- SEC file number
- 801-70139
- Main office
- LOS ALTOS, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://JLWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.