Willis Johnson Wealth
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 119759
- Registered since
- February 9, 2006
- Website
- www.wjohnsonassociates.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.67%
- HNWI39.07%
- Corporations / Businesses0.16%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Willis Johnson Wealth is an independent, corporation-structured registered investment adviser serving individual and family clients. The firm is SEC-registered (2006) and focuses on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Willis Johnson Wealth is owned by a domestic entity/individual and does not present itself as a capital allocator; it is not positioned as an ESG-focused or multi-state adviser. The firm received recognition in 2020 from the Financial Times (Top 300 RIA Firms) and from Financial Advisor Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities3%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$2.6B in ETFs
100%
$2.5B
<1%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $390M | 6,376,136 | 15.22% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 5847 San Felipe St
- Time zone
- CT (UTC-6)
- Office locations
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