|
⚲
|
| Keyboard |
| Johnson Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 123105 |
| SEC # | 801-110295 |
| CIK # | 0001682139, 0002110653 |
| AUM | 323.4 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 701-746-8310 |
| Address | 214 North 4th Street Grand Forks, ND 58203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 25.3 |
| (b) Individuals (high net worth individuals) | 99 | 272.8 |
| (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 | 0 | 10.2 |
| (h) Charitable organizations | 0 | 15.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 596 | 323.4 |
| By Discretionary | ||
| Discretionary | 596 | 323.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 596 | 323.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.4 | |
| Total | 596 | 323.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001682139] | |
| 13F-HR | [0002110653] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Whipplewood Advisors LLC
✚
|
CO | 324.5 M |
|
Putterman Dean Eliot
✚
|
TX | 324.5 M |
|
Vista Investment Management LLC
✚
|
PA | 323.9 M |
|
Choice Wealth Advisors LLC
✚
|
ME | 323.3 M |
|
Brown Financial Advisors LLC
✚
|
OH | 323.3 M |
|
Next Level Wealth Planning LLC
✚
|
ID | 322.7 M |
|
Carswell Investments LLC
✚
|
NY | 322.5 M |
|
RBS Wealth Management LLC
✚
|
MI | 322.3 M |
|
Kapstone Financial Advisors LLC
✚
|
OH | 322.3 M |
|
Livet Wealth LLC
✚
|
UT | 322.2 M |