JOHNSON WEALTH INC.
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 125557
- Registered since
- March 4, 2003
- Custodians
- PERSHING LLC, JOHNSON BANK
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers42.36%
- HNWI37.62%
- Corporations / Businesses13.58%
- Pension & Profit Sharing Plans2.82%
- Charitable Organizations1.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Johnson Wealth Inc. is an independent, privately held advisory firm that has been SEC-registered since 2003 and operates as a corporate entity with individual ownership. It serves both individual and family clients as well as institutional accounts. The firm bills clients using a mix of asset-based fees and fixed fees and acts as an allocator to third-party managers in addition to providing direct portfolio management. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of outside advisers. Johnson Wealth reports affiliations with other investment advisers and with a banking or thrift institution. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities27%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- US Government Bonds4%
Owners & executives
3 of 3MARK BEHRENS
Chief Financial OfficerCRD 6664975
ADAM BELLMER
SVP, Chief Compliance OfficerCRD 5585459
SAMANTHA KOLB
CoordinatorCRD 7472723
Contacts
3 of 72JOHN KELLER
SVP, Wealth AdvisorCRD 2341193
JONATHAN HENSHUE
Director of Alternative InvestmentsCRD 6548638
CANDICE BAKER
Senior Vice PresidentCRD 5224067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 288Active vs passive
$2.2B in ETFs
97%
$2.1B
2%
$71.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $835M | 1,277,747 | 38.43% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 555 E Wells St
- Time zone
- CT (UTC-6)
- Office locations
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