JOHNSON LYMAN WEALTH ADVISORS

RIASEC RegisteredEst. 2009

Total AUM

$202M

Discretionary

$190M

94% of AUM

Avg account

$3.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LOS ALTOS, California
CRD number: 150150
Registered since: May 15, 2009
Website: jlwealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.87%
Pension & Profit Sharing Plans5.96%
Individuals2.78%
Charitable Organizations2.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Johnson Lyman Wealth Advisors is an independent, owner-run registered investment adviser that has been operating since 2009. The firm serves both high-net-worth individuals and institutional clients, combining fee-based asset management with fixed-fee planning engagements. Its advisory offering includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for institutional clients, pension consulting and selection of third‑party managers. Investment activity centers on externally managed pooled vehicles and delegated manager relationships. The firm functions as a capital allocator, directing client capital into mutual funds, separate managed accounts, and third‑party alternative managers. Johnson Lyman does not position itself as an active ESG investor and maintains a single‑state footprint.