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Building 2JOHNSON WEALTH MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone480-385-7399
NotebookSEC #801-118126
Total AUM
$6.2M
Employees
10
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5090 NORTH 40TH STREET
SUITE 205
PHOENIX
AZ 85018
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
480-385-7399

ReceiptFinancials

Total AUM
$6.2M
Accounts
8
Discretionary
$6.2M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$1M
HNW Individual Clients
5
AUM
$5.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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