Johnson Wealth Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 27, 2026, reports $10.3B in regulatory assets under management, 142 employees, 7 offices, and 6,701 accounts.
Assets Under Management
$10.3B
Employees
142
Offices
7 offices
Total Clients
2,412
Primary office
MILWAUKEE, WI
555 EAST WELLS STREET, SUITE 1900, MILWAUKEE, WI, United States
Top client segmentHNWI represent 85.3% of total clients.
Top client categories% of clientsClients
1
HNWI
85.3%
2,058
2
Individuals
7.5%
180
3
Corporations
4.4%
107
4
Charitable
1.5%
36
5
Pension Plans
1.1%
26
Additional categories (<0.1%)
Other Advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.3Bas of March 27, 2026
Discretionary81.9%
$8.5B
82% of total RAUM81.9%
Non-discretionary18.1%
$1.9B
18% of total RAUM18.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.3B
Total Accounts6,701
10Y AUM Change+$8.1B (+351.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees142
Clients per Employee17:1
10Y Employee Change+50 (+54.3%)
* 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.