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| Johnson Wealth Inc
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|---|---|
| CRD # | 125557 |
| SEC # | 801-61862 |
| CIK # | 0001682139, 0002110653 |
| AUM | 10.35 B (2026-03-27) |
| Employees | 142 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) |
|---|---|---|
| Apple Inc | 0.1 | |
| Johnson Outdoors Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| Nvidia Corp | 0.0 | |
| Alphabet Inc | 0.0 | |
| Johnson & Johnson | 0.0 | |
| Facebook Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Altria Group Inc | 0.0 | |
| Lam Research Corp | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,058 | 3.9 |
| (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 | 26 | 0.3 |
| (h) Charitable organizations | 36 | 0.2 |
| (i) State or municipal government entities | 4 | 0.2 |
| (j) Other investment advisers | 1 | 4.4 |
| (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 | 107 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 6,701 | 10.3 |
| By Discretionary | ||
| Discretionary | 6,620 | 8.5 |
| Non-Discretionary | 81 | 1.9 |
| Total | 6,701 | 10.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.3 | |
| Total | 6,701 | 10.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001682139] | |
| 13F-HR | [0002110653] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Advisory Services Network LLC
✚
|
GA | 10.60 B |
|
James Hambro & Partners LLP
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10.56 B | |
|
Cooke & Bieler LP
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PA | 10.56 B |
|
Parallel Advisors LLC
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CA | 10.31 B |
|
Bartlett & Co Wealth Management LLC
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OH | 10.25 B |
|
Callan Family Office LLC
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PA | 10.21 B |
|
Valmark Advisers Inc
✚
|
OH | 10.17 B |
|
Shepherd Kaplan LLC
✚
|
MA | 10.16 B |
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 10.12 B |
|
Openarc Corporate Advisory LLC
✚
|
GA | 10.09 B |