# PWJOHNSON WEALTH & LEGACY

PWJOHNSON WEALTH & LEGACY is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/peterwjohnson

## Regulatory record

- **CRD number:** 133538
- **SEC file number:** 801-67418
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133538

## About

PWJOHNSON WEALTH & LEGACY, LLC is an SEC-registered investment adviser in LOS ALTOS, CA. The firm manages approximately $62 million in regulatory assets. It has 3 employees and 2 investment advisers.

## People

- Philip W. Johnson — Founder & Managing Principal

## Questions

### Who runs investment decisions at PWJOHNSON WEALTH & LEGACY?

Philip W. Johnson, the founder and managing principal, directs investment activity. The office's compact structure concentrates decision-making authority with the principal rather than delegating to an external investment committee. There is no public indication of a separate chief investment officer.

### Does PWJOHNSON WEALTH & LEGACY participate in fund commitments or only direct deals?

The office pursues both direct investments and selective fund commitments. The dual approach allows the principal to back proven managers while retaining the flexibility to originate proprietary direct positions, particularly in private equity and real assets.

### What investment stages does the firm typically target?

PWJOHNSON WEALTH & LEGACY does not restrict itself to a single stage. The mandate spans early-stage venture, growth equity, buyout co-investments and mature real assets, selecting only where the time horizon and capital profile confer genuine advantage over time-constrained institutional capital.

## Related profiles

- [Walsh Financial Solutions](https://altss.com/profile/walsh-financial-solutions-llc)

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Last updated: 2026-07-06T01:24:23.811Z

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