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Building 2JOHNSON WEALTH INC.

Map pinMILWAUKEE, WI
Phone414-291-4500
NotebookSEC #801-61862
Total AUM
$10.3B
Employees
142
Clients
2,412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 EAST WELLS STREET
SUITE 1900
MILWAUKEE
WI 53202
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
414-291-4500
Other Offices
7

ReceiptFinancials

Total AUM
$10.3B
Accounts
6,701
Discretionary
$8.5B
Accounts
6,620
Non-Discretionary
$1.9B
Accounts
81

ContactClients

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Individual Clients
180
AUM
$30M
HNW Individual Clients
2,058
AUM
$3.9B
Pension/Profit Sharing Plan Clients
26
AUM
$291.9M
Charitable Organization Clients
36
AUM
$177.3M
Government Entity Clients
4
AUM
$167.3M
Investment Advisor Clients
1
AUM
$4.4B
Corporation or Business Clients
107
AUM
$1.4B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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