# LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT

LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109340
- Type: SEC-registered investment adviser
- SEC file number: 801-57332
- Location: 7946 IVANHOE AVENUE, SUITE 214, LA JOLLA, CA, 92037-4517
- Phone: 858-459-8818
- Latest filing: 2026-03-30
- Regulatory AUM: $45.2M
- Discretionary AUM: $45.2M
- Clients: 2
- Accounts: 101

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| JOHNSON JUDITH MEAD | D, O.; OFFICER & DIRECTOR | — |
| JOHNSON MARTIN STANLEY | D, O.; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109340/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109340/similar
- Related entities: https://search.stillhousedata.com/firm/109340/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109340

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.