JOHNSON WEALTH INC.

Latest filing: Mar 27, 2025 (111 days ago)
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AUM

$9,109,318,040
8% change vs. 1 year ago
3% change vs. 3 years ago
24% change vs. 5 years ago
718% change vs. 10 years ago

Employee Count

132
-4% change vs. 1 year ago
23% change vs. 3 years ago
26% change vs. 5 years ago
1220% change vs. 10 years ago

Main Office

MILWAUKEE, WI
555 EAST WELLS STREET, MILWAUKEE, WI, UNITED STATES, 53202

Client AUM

Discretion AUM
Discretionary $7.4
Non-Discretionary $1.7
Total $9.1
Client AUM
Retail $3.8
Pooled $0.0
Institutional $5.3
Total $9.1
Retail Accounts AUM
Individual 212 $0.0
Average Individual AUM $144,223
HNW 2,078 $3.8
Average HNW AUM $1,807,949
Retail Total 2,290 $3.8
Average Retail AUM $1,653,927

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PERSHING LLC JERSEY CITY-NJ-USA $4.0
JOHNSON BANK RACINE-WI-USA $3.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $9.1
Retail SMA AUM $3.8
Institutional SMA AUM $5.3
Asset Class % AUM
Equity Exch 27% $2.5
Equity Non-Exch 0% $0.0
Govt Agency 4% $0.4
Municipal 5% $0.5
Sovereign 0% $0.0
IG Credit 4% $0.4
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 51% $4.6
Other Pools 0% $0.0
Cash 5% $0.5
Other 3% $0.3
Total 99% $9.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
JOHNSON FINANCIAL GROUP, INC. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

8 active

Name Title
PAVLIK, BENJAMIN, THOMAS DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY
BEHRENS, MARK, C DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY
JOHNSON-LEIPOLD, HELEN TRUSTEE
BELLMER, ADAM, STEVEN CHIEF COMPLIANCE OFFICER
BRUNNER, DANIEL, J. VICE PRESIDENT - FINANCE
CECI, DOMINIC, PAUL CHIEF INVESTMENT OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

62 active representatives found, showing 20 random

Name City State Exams Designations
JONATHAN HENSHUE MILWAUKEE WI S65|2022-01-31 CHARTERED FINANCIAL ANALYST
JOEL BAILEY MILWAUKEE WI S63|1998-06-03|S65|2017-10-09
DOMINIC CECI MILWAUKEE WI CHARTERED FINANCIAL ANALYST
GREGORY KING MILWAUKEE WI S63|2015-11-21|S66|2017-05-15
DANIEL WILSON MILWAUKEE WI S65|1996-12-20|S63|2021-02-25 CERTIFIED FINANCIAL PLANNER
NICOLE GENIESSE MILWAUKEE WI S63|1998-06-29|S65|2005-09-08 CHARTERED FINANCIAL CONSULTANT
ANNE TIDMORE MILWAUKEE WI S63|1994-10-10|S65|2018-05-03
MARK SCHEFFLER MILWAUKEE WI S63|1996-03-19|S65|1996-03-22
JULIE GROSSO MILWAUKEE WI S65|2017-06-13
RYAN LUECK MILWAUKEE WI S65|2023-11-06
PETER MUTSCHLER MILWAUKEE WI S63|2008-10-23|S65|2008-04-04
JOHN KELLER MILWAUKEE WI S63|1993-12-08|S65|2017-09-15
ERIC BERNAL MILWAUKEE WI S63|2000-07-28|S65|2002-03-29
NICOLE FARBO MILWAUKEE WI S66|2009-01-16 CERTIFIED FINANCIAL PLANNER
PATRICIA CHASE MILWAUKEE WI S63|1997-02-18|S65|2018-04-09
ROBERT SCHNEIDER MILWAUKEE WI S66|2003-12-29 CERTIFIED FINANCIAL PLANNER
KELSEY ELLSWORTH MILWAUKEE WI S65|2019-07-24
BRIAN SCHAEFER MILWAUKEE WI S65|2010-03-03
STEVEN REUHL MILWAUKEE WI S66|2014-05-01
KENT DEMIEN MILWAUKEE WI CHARTERED FINANCIAL CONSULTANT|CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $9.1 $0.0 0% 132 0 0%
2025-04-21 $9.1 $0.0 0% 132 0 0%
2024-04-02 $8.4 $0.7 8% 137 -5 -4%
2023-04-04 $7.7 $1.4 18% 109 23 21%
2022-04-01 $8.8 $0.3 3% 107 25 23%
2021-04-05 $8.0 $1.1 14% 105 27 26%
2020-04-01 $7.3 $1.8 24% 105 27 26%
2019-04-01 $2.8 $6.4 230% 101 31 31%
2018-04-02 $2.7 $6.4 237% 99 33 33%
2017-04-01 $2.3 $6.8 297% 92 40 43%
2016-04-01 $1.0 $8.1 770% 9 123 1367%
2015-04-01 $1.1 $8.0 718% 10 122 1220%
2014-04-01 $2.5 $6.6 266% 11 121 1100%
2013-04-01 $2.6 $6.5 249% 13 119 915%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
WI, AK-03/30/2021, AL-03/30/2023, AZ-05/02/2016, CA-05/02/2016, CO-05/02/2016, CT-03/28/2024, DC-03/30/2023, FL-07/07/2003, GA-05/02/2016, HI-03/30/2022, IA-03/28/2024, ID-03/28/2024, IL-05/03/2016, IN-05/02/2016, KS-03/28/2024, KY-03/28/2024, LA-08/11/2016, MA-08/28/2019, MD-07/31/2018, ME-03/30/2023, MI-05/02/2016, MN-05/02/2016, MO-03/28/2019, MS-10/27/2008, MT-03/30/2023, NC-05/02/2016, NE-08/11/2016, NH-08/11/2016, NJ-05/17/2016, NM-05/02/2016, NV-05/02/2016, NY-07/03/2003, OH-05/02/2016, OR-03/30/2022, PA-03/29/2018, SC-05/02/2016, SD-03/30/2023, TN-05/02/2016, TX-05/02/2016, UT-03/28/2024, VA-05/02/2016, VT-03/27/2025, WA-05/02/2016, WI-07/03/2003, WV-03/30/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV