Firm profile

Johnson Wealth Inc..

MILWAUKEE, WICRD 125557Registration Status: ApprovedEffective since March 4, 2003SEC # 801-61862Latest ADV March 27, 2026

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, 8 offices, and 6,701 accounts.

Assets Under Management

$10.3B

Employees

142

Offices

8 offices

Total Clients

2,412

Associated firm names

4 names listed

CLEARY GULL ADVISORS INC.
MBO CLEARY ADVISORS INC.
JOHNSON WEALTH INC.
JOHNSON FINANCIAL GROUP INC.

Leadership

3 roles identified

CCOAdam S. Bellmer

CFOJeff Blonski

CIODominic P. Ceci

Advisory services offered

5 types reported

Financial Planning Services

Pension consulting services

Portfolio management for businesses

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

MILWAUKEE, Wisconsin, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

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Wisconsin

MILWAUKEEPrimary office · KENOSHA · RACINE · GREEN BAY · APPLETON · WAUKESHA · JANESVILLE · MADISON

8 office records listed · 8 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone414-291-4500 WebsiteVisit website

LinkedInNot found

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.

Client Coverage Demographics

Top client segmentHNWI represent 85.3% of total clients.

Top client categories% of clientsClients

HNWI

85.3%

2,058

Individuals

7.5%

180

Corporations

4.4%

107

Charitable

1.5%

Pension Plans

1.1%

Additional categories (<0.1%)

Other Advisers<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$10.3B

Total Accounts6,701

10Y AUM Change+$8.1B (+351.4%)

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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%)

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.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

JOHNSON FINANCIAL GROUP, INC.Direct owner · Schedule AInterest in JOHNSON WEALTH INC.

75%+

JFG CONTROL, LPIndirect owner · Schedule BInterest in JOHNSON FINANCIAL GROUP, INC.

50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Johnson Wealth Inc...

Reported ownership and control details

Form ADV · Filing date 2026-03-27 · Schedules A and B

11 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	JOHNSON FINANCIAL GROUP, INC.DIRECT OWNERDomestic entity	JOHNSON WEALTH INC.	75% or moreCode E	Yes	DIRECT OWNER06/2016	Schedule APDF page 31
2	BENJAMIN THOMAS PAVLIKDIRECTOR, LEGAL COUNSEL AND SECRETARYIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	DIRECTOR, LEGAL COUNSEL AND SECRETARY06/2016	Schedule APDF page 31
3	ADAM STEVEN BELLMERCHIEF COMPLIANCE OFFICERIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER07/2018	Schedule APDF page 31
4	DANIEL J. BRUNNERSENIOR VICE PRESIDENT - FINANCEIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	SENIOR VICE PRESIDENT - FINANCE04/2018	Schedule APDF page 31
5	Dominic Paul CeciCHIEF INVESTMENT OFFICERIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	CHIEF INVESTMENT OFFICER01/2024	Schedule APDF page 31
6	RONALD EDWARD LEHMANNCHIEF ADMINISTRATIVE OFFICERIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	CHIEF ADMINISTRATIVE OFFICER04/2024	Schedule APDF page 31
7	JEFFREY LAWRENCE PIERCEDIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTHIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	Yes	DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH08/2025	Schedule APDF page 31
8	JEFF BLONSKIDIRECTOR, CHIEF FINANCIAL OFFICERIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	DIRECTOR, CHIEF FINANCIAL OFFICER11/2025	Schedule APDF page 31
9	Bryant ShurnSENIOR VICE PRESIDENT - DIRECTOR OF WEALTH SALESIndividual	JOHNSON WEALTH INC.	Less than 5%Code NA	No	SENIOR VICE PRESIDENT - DIRECTOR OF WEALTH SALES03/2026	Schedule APDF page 32
10	Helen Johnson-LeipoldGENERAL PARTNERIndividual	JFG CONTROL, LP	Percentage not specifiedCode F	Yes	GENERAL PARTNER12/2025	Schedule BPDF page 32
11	JFG CONTROL, LPSHAREHOLDER OF A AND B SHARESDomestic entity	JOHNSON FINANCIAL GROUP, INC.	50% to less than 75%Code D	Yes	SHAREHOLDER OF A AND B SHARES12/2025	Schedule BPDF page 32

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/27/2026 9:34:18 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.