Bank / Wealth / TrustRIA · CRD 169413SEC-Registered

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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 logo

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

AUM

Less than $250M (Altss estimate)

Location

Region

North America

Country

United States

City

Grand Forks

Corporate office

Grand Forks, ND, United States

Frequently asked questions

Who runs investment decisions at Johnson Wealth Management?

As a local retail advisory practice, investment decisions are likely made by individual financial advisors in consultation with their clients, rather than by a centralized institutional investment committee. Specific principals are not a matter of public record. The firm's regulatory filings would list its licensed representatives, but those names are not actively promoted in accessible media.

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.

Is Johnson Wealth Management structured as a single family office?

No. Johnson Wealth Management is a wealth advisory practice serving multiple external clients. Based on the firm's name, type, and Grand Forks location, it is a retail advisory business, not a single family office managing concentrated generational wealth.

Does Johnson Wealth Management participate in fund commitments or only direct deals?

There is no public evidence that Johnson Wealth Management participates in either fund commitments or direct deals in the private markets. The firm's primary activity is retail wealth management, meaning it likely allocates client capital to public securities, mutual funds, and ETFs rather than private fund structures.

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.

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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