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Johnson Wealth Management
Johnson Wealth Management is an SEC-registered investment adviser in York, PA, registered since 2014. The firm manages $485 million in assets, with $450...
Johnson Wealth Management
Johnson Wealth Management is an SEC-registered investment adviser in York, PA, registered since 2014. The firm manages $485 million in assets, with $450 million on a discretionary basis. It employs 7 people and has 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Grand Forks
Corporate office
Grand Forks, ND, United States
Frequently asked questions
How does Johnson Wealth Management source proprietary deal flow?
Johnson Wealth Management does not operate as a private investment firm and does not source proprietary deal flow. The firm's model is retail wealth management, constructing portfolios from publicly available securities and funds for individual clients. There is no public evidence of direct company investments, co-investments, or GP fund commitments.
What investment stages does Johnson Wealth Management typically target?
Johnson Wealth Management does not target investment stages in the venture capital sense. As a retail advisor, its focus is on life-stage financial planning for clients — accumulation, pre-retirement, and distribution phases — rather than on company-stage investing.
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