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Building 2JOHNSON WEALTH MANAGEMENT, LLC

Map pinGRAND FORKS, ND
Phone701-746-8310
NotebookSEC #801-110295
Total AUM
$323.4M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
214 NORTH 4TH STREET
STE 123
GRAND FORKS
ND 58203
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
701-746-8310

ReceiptFinancials

Total AUM
$323.4M
Accounts
596
Discretionary
$323.4M
Accounts
596
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$25.3M
HNW Individual Clients
99
AUM
$272.8M
Pension/Profit Sharing Plan Clients
1
AUM
$10.2M
Charitable Organization Clients
1
AUM
$15.1M
Corporation or Business Clients
1
AUM
$2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMNND

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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