Johnson Lyman Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated March 4, 2026, reports $202M in regulatory assets under management, 2 employees, and 57 accounts.
Assets Under Management
$202M
Employees
2
Offices
--
Total Clients
57
Primary office
LOS ALTOS, CA
4966 EL CAMINO REAL, SUITE 109, LOS ALTOS, CA, United States
Top client segmentHNWI represent 80.7% of total clients.
Top client categories% of clientsClients
1
HNWI
80.7%
46
2
Individuals
15.8%
9
3
Pension Plans
1.8%
1
4
Charitable
1.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of March 4, 2026
Discretionary94.0%
$190M
94% of total RAUM94.0%
Non-discretionary6.0%
$12M
6% of total RAUM6.0%
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.
Total AUM$202M
Total Accounts57
10Y AUM Change+$19M (+10.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee29:1
10Y Employee Change-4 (-66.7%)
* 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.