Johnson Wealth Management, LLC
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Learn more about Johnson Wealth Management, LLC
Overview
Johnson Wealth Management, LLC is a financial advisor firm headquartered in Phoenix, Arizona. Johnson Wealth Management, LLC handles $6.2 million in assets across eight accounts. The company has a small team, including 4 financial advisors. Johnson Wealth Management, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets such as options, stocks and bonds.
Johnson Wealth Management, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing the client's approval. The firm supervises an average of $773,772 for every client account. The average financial advisor at Johnson Wealth Management, LLC manages around two client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's headquarters is located at 5090 North 40Th Street, Phoenix, Arizona 85018. It is registered to serve customers in the state of Arizona.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Johnson Wealth Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6.2 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
10
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$773.8 thousand
Products and Services
Johnson Wealth Management, LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. In the past financial year, the firm provided financial planning services to 1-10 of its clients. It is not engaged in selling products or offering services aside from investment advice to its investment advisory clients. It is affiliated with a number of other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice are based on which services the firm provides the client. Fee types charged by the firm can include some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Johnson Wealth Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its eight accounts, Johnson Wealth Management, LLC's biggest client group is high net worth investors, although it also serves five high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 62.5%
- Other Individuals - 37.5%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Johnson Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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