# Disciplined Wealth Management

Disciplined Wealth Management is an Asset Manager based in Denver, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** disciplinedwealthmanagement.com

## Regulatory record

- **CRD number:** 139473
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139473

## About

DISCIPLINED WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Sectors

- Enterprise Software
- FinTech
- Digital Health
- Consumer

## People

- Stephen M. Johnson — President and Chief Investment Officer

## Questions

### Who runs investment decisions at Disciplined Wealth Management?

Stephen M. Johnson is the President and Chief Investment Officer and runs all portfolio decisions directly. Johnson previously managed institutional equity portfolios at Janus Henderson before founding the firm in 2009. The firm's structure places ultimate investment authority with Johnson, without a publicly named investment committee or co-portfolio manager.

### What is the firm's investment strategy?

The firm runs a concentrated, long-only public equity strategy targeting 20–30 small- and mid-cap growth companies. Johnson's stated philosophy centers on durable business models with competitive moats where market sentiment has created a pricing disconnect. The strategy does not use leverage or shorting, and focuses overwhelmingly on North American-listed equities across enterprise software, FinTech, digital health, and consumer sectors.

### How does Disciplined Wealth Management differ from Johnson's prior work at Janus Henderson?

At Janus Henderson, Johnson managed capital within a large institutional infrastructure with broader coverage lists and deeper analytical teams. Disciplined Wealth was built to remove those institutional layers, running a more concentrated book where Johnson can act on high-conviction ideas without committee intermediation. The small- and mid-cap focus is more pronounced than the average large-cap-heavy Janus mandate.

### Does Disciplined Wealth Management offer private market or alternative investment strategies?

There is no public record of Disciplined Wealth offering private market, real asset, or alternative investment strategies. The firm's advertised focus is exclusively on long-only public equities. It does not appear to run adjacent hedge fund vehicles, private credit funds, or co-investment programs alongside external GPs.

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Last updated: 2026-06-03T20:00:00.000Z

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