RIA Intel›Advisers›Wisconsin›JOHNSON WEALTH INC.

JOHNSON WEALTH INC.

Advisory

N·MILWAUKEE, WI

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$10.3B

1-Year AUM Growth

+8.0%

3-Year CAGR

+1.1%

Employees

71

Assets Under Management

Total AUM$10.3B

Discretionary AUM$8.5B

Non-Discretionary AUM$1.9B

Discretionary %81.9%

Total Clients2,460

Team

Total Employees71

Investment Advisers142

Employee Growth (1Y)+10.5%

Filing History

Total Filings on Record52

First FilingFeb 25, 2003

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JOHNSON WEALTH INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.