JOHNSON O'CONNOR WEALTH MANAGEMENT

Overview

Johnson O'Connor Wealth Management is a privately held limited liability company that serves both individual and family clients as well as institutional relationships. The firm is organized as a small, owner-operated practice rather than a large wirehouse or national RIA network. It does not identify itself as a capital allocator and is not marked as an active ESG investor or pension consultant. Its fee approach is listed as “other,” which suggests a non-standard pricing model such as fixed fees, retainer arrangements, or blended pricing rather than a simple AUM percentage. An industry affiliation with accounting professionals is noted, which typically indicates a tax-aware planning emphasis and coordinated work with CPAs on financial reporting, tax planning, and cash-flow strategies. The firm’s regulatory or classification details are nonstandard (classified as unclassified), and the SEC registration year is not recorded in the available profile.

Assets & Accounts

Location & Offices