JOHNSON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$323M

Discretionary

$323M

100% of AUM

Avg account

$543K

Accounts

596

Employees

Advisory reps

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

FINTRX

Overview

Johnson Wealth Management, LLC is an independent RIA formed in 2017 that serves individual and family clients. The firm acts as a capital allocator, running discretionary portfolios with a clear tilt toward equities—particularly exchange-traded vehicles—and combines ongoing portfolio management with financial planning, hourly and fixed-fee engagements. Advisory services include portfolio management for individuals and small businesses, financial planning, selection of other advisers and pension consulting services. Johnson Wealth Management is not an ESG-focused manager and operates as a single-state adviser per its filings. The firm has earned external recognition from Citywire, appearing on its "50 Growers Across America" lists in both 2022 and 2023. That visibility aligns with a practice that favors ETF-based exposure for core equity allocations while using third-party managers and funds to access specific asset classes.