Bank / Wealth / TrustRIA · CRD 125557SEC-Registered

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Johnson Wealth

Johnson Wealth is an SEC-registered investment adviser in Milwaukee, WI, registered since 2003. The firm manages $10.3 billion in assets, $8.5 billion on a...

Johnson Wealth logo

Johnson Wealth

Johnson Wealth is an SEC-registered investment adviser in Milwaukee, WI, registered since 2003. The firm manages $10.3 billion in assets, $8.5 billion on a discretionary basis. It has 142 employees and 71 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2003

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Milwaukee

Corporate office

Milwaukee, WI, United States

Frequently asked questions

What investment services does Johnson Wealth provide?

Johnson Wealth focuses on wealth management and investment advisory services, likely encompassing financial planning, portfolio construction, and asset allocation. The firm's service model is designed for individuals and families, operating within the Midwestern US market. Specific offerings, such as estate planning or tax coordination, are not detailed in available public records.

Is Johnson Wealth structured as a single-family office?

No, Johnson Wealth is classified as a wealth management firm serving multiple clients, distinct from a single-family office that manages the capital of one family. Its subtype falls under Bank / Wealth / Trust, indicating a broader advisory structure rather than a dedicated single-family vehicle. It lacks the typical direct-investment mandate associated with family offices.

Who runs investment decisions at Johnson Wealth?

Principal operators and the specific investment committee structure at Johnson Wealth are not identified in widely accessible public disclosures. The firm maintains a low profile typical of regional advisory practices. Leadership details may be available directly from the firm or via private wealth databases.

Does Johnson Wealth make direct private equity or venture capital investments?

Available information does not indicate that Johnson Wealth engages in direct private equity, venture capital, or principal investing. Its strategy is anchored in traditional wealth advisory services, which typically rely on publicly traded securities and managed fund solutions rather than direct company ownership.

What is the geographic focus of Johnson Wealth?

Johnson Wealth is headquartered in Milwaukee, Wisconsin, and operates primarily within the United States. Its client base and investment focus are concentrated in the Midwest region. No additional offices or international operations have been identified in public record.

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