# Johnson Lyman Wealth Advisors

Johnson Lyman Wealth Advisors is a Bank / Wealth / Trust based in Los Altos, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Altos, United States
- **Region:** North America
- **Address:** Los Altos, CA, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** jlwealth.com
- **LinkedIn:** https://www.linkedin.com/company/jlwealth

## Regulatory record

- **CRD number:** 150150
- **SEC file number:** 801-70139
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150150

## About

Johnson Lyman Wealth Advisors was founded in 1985 in Los Altos, California, by Todd Johnson and Brian Lyman — two advisors who established a fee-based wealth management practice well before that model became the industry standard. The firm operates from a single office in the heart of Silicon Valley, serving a client base that includes technology executives, multi-generational families, trusts, estates, and closely held business entities. Its longevity through multiple market cycles makes it one of the longer-tenured independent advisory practices in the Bay Area wealth management ecosystem. The firm's investment approach centers on comprehensive financial planning delivered through individually managed portfolios. Johnson Lyman structures client assets across equities, fixed income, and cash-equivalent allocations, with tax-aware asset location strategies for taxable wealth — a persistent need in California's high-tax environment. Unlike larger Bay Area competitors that evolved into multi-family offices or RIA aggregators, Johnson Lyman has maintained a deliberately compact advisory model. The firm's website emphasizes disciplined portfolio management and long-term planning over tactical trading or alternative-asset access, consistent with a practice built on multi-decade client relationships rather than institutional fundraising. Johnson Lyman's structure reflects the classic independent RIA archetype — fee-only, fiduciary, and owner-operated. The firm has not disclosed total assets under management or team headcount in public filings. It has no known additional offices, adjacent charitable vehicles, or affiliated operating companies. This operational opacity is common among boutique Silicon Valley RIAs that rely on referrals from estate attorneys, CPAs, and existing clients rather than institutional marketing. The firm's structural differentiator is its stability. Most advisory practices founded in the mid-1980s in Silicon Valley either scaled aggressively into national platforms, sold to consolidators, or dissolved through partner departures. That independence, in an era of rapid RIA roll-up activity, is the firm's defining architectural feature.

## Related profiles

- [Johnson & Johnson](https://altss.com/profile/johnson-johnson-jnj)
- [Johnson Wealth](https://altss.com/profile/johnson-wealth)

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Last updated: 2026-08-11T02:43:31.692Z

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