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, privately owned registered investment adviser that began SEC registration in 2017. The firm serves individuals and families and operates as a capital allocator, directing client capital to third-party managers and traditional wrappers. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused investor and is not identified as a multi-state adviser. Johnson Wealth Management has been recognized by Citywire in its "50 Growers Across America" lists in both 2022 and 2023.