RIA Intel›Advisers›Florida›JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

Advisory

SARASOTA, FL

Data as of Apr 2, 2026 · Source: SEC Form ADV

Rank in FL

#1,744

of 2,610 advisers by AUM

Average account

$256K

across 146 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$34M

Non-Discretionary AUM$3M

Discretionary %91.1%

Total Clients54

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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