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Building 2PWJOHNSON WEALTH MANAGEMENT

Map pinSUNNYVALE, CA
Phone408-747-1222
NotebookSEC #801-67418
Total AUM
$45.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1153 BORDEAUX DRIVE
SUITE 109
SUNNYVALE
CA 94089
United States
Operating Hours
9:30 A.M.-5:00 P.M.
Monday - Friday
Phone
408-747-1222

ReceiptFinancials

Total AUM
$45.5M
Accounts
59
Discretionary
$0
Accounts
0
Non-Discretionary
$45.5M
Accounts
59

ContactClients

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None reported

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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