Johnson Wealth Management, LLC
Firm details
- Headquarters
- Grand Forks, North Dakota
- CRD number
- 123105
- Registered since
- April 5, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.35%
- Individuals7.83%
- Charitable Organizations4.66%
- Pension & Profit Sharing Plans3.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Johnson Wealth Management, LLC is an independent, individual-owned RIA that registered with the SEC in 2017 and acts as a capital allocator for individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with selection-of-other-advisers services; its stated advisory capabilities also include pension-consulting work. Fee arrangements span percentage of AUM, hourly charges, and fixed fees. Johnson Wealth Management does not describe itself as an active ESG investor. Citywire recognized the firm in its "50 Growers Across America" list in both 2022 and 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds21%
- State & Local Bonds5%
- Private Funds3%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Derrick Johnson
OwnerCRD 2062807
Cole Wigestrand
Associate Financial AdvisorCRD 7988613
James Mortenson
Financial AdvisorCRD 7007407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$216M in ETFs
6%
$12.5M
94%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $51.5M | 1,161,153 | 23.82% |
Location
Grand Forks, ND
Grand Forks
Location
Grand Forks, ND
Headquartered in Grand Forks, ND, in the Midwest of the United States.
- Region
- Midwest
- County
- Grand Forks
- Address
- 214 N 4th St
- Time zone
- CT (UTC-6)
- Office locations
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