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| Happy Holidays!! thanks for using AUM13F!! |
| Johnson Wealth Inc
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| CRD # | 125557 |
| SEC # | 801-61862 |
| CIK # | 0001682139 |
| AUM | $9.1 B (2025-03-27) |
| Employees | 132 (46% Investors, 0% Brokers) |
| Phone | 414-291-4500 |
| Address | 555 East Wells Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Johnson Outdoors Inc | 0.1 | |
| Microsoft Corp | 0.1 | |
| Apple Inc | 0.0 | |
| Nvidia Corp | 0.0 | |
| Alphabet Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Facebook Inc | 0.0 | |
| Procter & Gamble Co | 0.0 | |
| Exxon Mobil Corp | 0.0 | |
| Amazon Com Inc | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,078 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 0.2 |
| (h) Charitable organizations | 51 | 0.3 |
| (i) State or municipal government entities | 4 | 0.2 |
| (j) Other investment advisers | 1 | 3.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 95 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 6,888 | 9.1 |
| By Discretionary | ||
| Discretionary | 6,805 | 7.4 |
| Non-Discretionary | 83 | 1.7 |
| Total | 6,888 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.1 | |
| Total | 6,888 | 9.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001682139] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hyperion Asset Management Limited
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|
9.4 | |
|
Gateway Investment Advisers LLC
✚
|
OH | 9.4 |
|
Shepherd Kaplan LLC
✚
|
MA | 9.4 |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 9.4 |
|
Citizens Securities Inc
✚
|
RI | 9.2 |
|
Fifth Third Securities Inc
✚
|
OH | 9.1 |
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 9.0 |
|
Forum Financial Management LP
✚
|
IL | 9.0 |
|
Ferguson Wellman Capital Management Inc
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|
OR | 9.0 |
|
Parallel Advisors LLC
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|
CA | 8.7 |