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PWJOHNSON WEALTH & LEGACY, LLC

Advisory

LOS ALTOS, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,229
of 5,480 advisers by AUM
AUM change, 1 year
+1.1%
44th percentile in CA
AUM CAGR, 3 year
+10.0%
compound annual growth
Average account
$1M
across 54 accounts
AUM per adviser
$31M
2 advisers
Filing history
16
filings since 2006

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$62M
1-Year AUM Growth
+1.1%
3-Year CAGR
+10.0%
Employees
3
Assets Under Management
Total AUM$62M
Discretionary AUM$0
Non-Discretionary AUM$62M
Discretionary %0%
Total Clients54
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingDec 6, 2006
Latest FilingMar 31, 2026
Full AUM trend chart and 16 historical filings spanning 20+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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