GRAND FORKS, NDCRD 123105Latest ADV March 10, 2026
Johnson Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Forks, ND. Its latest Form ADV filing, dated March 10, 2026, reports $323M in regulatory assets under management, 2 employees, and 596 accounts.
Assets Under Management
$323M
Employees
2
Offices
--
Total Clients
169
Primary office
GRAND FORKS, ND
214 NORTH 4TH STREET, STE 123, GRAND FORKS, ND, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
99
2
Individuals
41.4%
70
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of March 10, 2026
Discretionary100.0%
$323M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$323M
Total Accounts596
10Y AUM Change+$211M (+187.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee85:1
10Y Employee Change+1 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.