Single Family OfficeRIA · CRD 169413SEC-Registered

Updated:

Johnson Private Wealth Management

Johnson Private Wealth Management, LLC is an SEC-registered investment adviser in Sarasota, FL.

Johnson Private Wealth Management

Johnson Private Wealth Management, LLC is an SEC-registered investment adviser in Sarasota, FL. The firm manages $37 million in assets, $34 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Does Johnson Private Wealth Management accept outside capital or operate as a multi-family office?

There is no public evidence that Johnson Private Wealth Management accepts third-party capital or operates as a multi-family office. The absence of a website, ADV filings, or marketing materials suggests a closed architecture serving a single family group. Without direct disclosure, however, the precise legal structure remains unconfirmed.

Who makes investment decisions at the firm?

No named investment principals are publicly associated with Johnson Private Wealth Management. In similarly structured private family offices, decisions are typically made by the family principal directly or through a small internal team not disclosed to the press. No media profiles or regulatory filings identify a specific CIO, CEO, or managing director for the firm.

Can external managers pitch investment products to this firm?

Without a public contact mechanism, external managers face a near-impossible path to initiating a conversation. The firm's lack of a website and LinkedIn presence means no inbound sourcing channel exists. Family offices in this profile typically work through established private-bank or wealth-advisor intermediaries and do not accept cold solicitations.

Is this entity related to any broader financial or corporate group?

The use of the surname 'Johnson' is common, and without additional geographic or corporate context, no connection can be drawn to any specific public Johnson family fortune, operating company, or philanthropic foundation. The firm's name alone is insufficient to link it to known entities such as the Johnson family behind Fidelity Investments or S.C. Johnson.

How can an allocator conduct due diligence on a firm with no public footprint?

For a firm with no discoverable regulatory record or media presence, traditional desktop due diligence yields no actionable intelligence. An allocator would need to secure a personal introduction from a known intermediary — such as a private banker, law firm, or peer family office — to verify the firm's existence, asset base, and operational legitimacy before engaging in any transaction.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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