Johnson Wealth Inc.

RIASEC RegisteredEst. 2003
Total AUM
$10.3B
Discretionary
$8.5B
82% of AUM
Avg account
$1.5M
Accounts
6,701
Employees
142
Advisory reps
76

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
125557
Registered since
March 4, 2003
Website
www.johnsonfinancialgroup.com
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

FINTRX

Overview

Johnson Wealth Inc. is an independent registered investment adviser that has been SEC-registered since 2003 and operates as a capital allocator for both individuals/families and institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees. Advisory services listed include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third-party advisers. The firm identifies itself as an allocator to external managers rather than an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 27%, State & Local Bonds 5%, Cash & Cash Equivalents 5%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Other 3%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities27%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%
  • US Government Bonds4%

Owners & executives

3 of 3
  • Mark Behrens

    Mark Behrens

    Chief Financial OfficerCRD 6664975

  • Adam Bellmer

    Adam Bellmer

    SVP, Chief Compliance OfficerCRD 5585459

  • Samantha Kolb

    Samantha Kolb

    CoordinatorCRD 7472723

Contacts

3 of 73
  • Candice Baker

    Candice Baker

    Senior Vice PresidentCRD 5224067

  • Eric Trousil

    Eric Trousil

    SVP, Wealth Portfolio ManagerCRD 5245595

  • Maureen Holsen

    Maureen Holsen

    Assistant VP, Retirement Plan ServicesCRD 5294066

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 576

Active vs passive

$4.9B in ETFs

Passive

95%

$4.6B

Active

3%

$244M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$949M1,267,36919.42%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth