JOHNSON WEALTH MANAGEMENT, LLC

Overview

Johnson Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, with a business model focused on financial planning and portfolio management for individuals and small business owners. The firm charges a mix of fee structures — a percentage of assets under management, hourly fees and fixed fees — and operates with an owner-managed structure. Reported activity shows a conservative, fund-centered approach to portfolio construction, with the majority of client assets allocated to pooled public funds and mutual funds rather than large allocations to single-name equities or direct private placements. The adviser reports only non-discretionary relationships, which indicates clients retain final trading authority while the firm provides recommendations, planning and ongoing portfolio oversight. That arrangement typically aligns with smaller, advice-oriented client relationships and a hands-on planning emphasis rather than delegated asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices