# JOHNSON WEALTH INC.

JOHNSON WEALTH INC. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 125557
- Type: SEC-registered investment adviser
- SEC file number: 801-61862
- Location: 555 EAST WELLS STREET, SUITE 1900, MILWAUKEE, WI, 53202
- Phone: 414-291-4500
- Latest filing: 2026-03-27
- Regulatory AUM: $10.3B
- Discretionary AUM: $8.5B
- Non-discretionary AUM: $1.9B
- Clients: 142
- Accounts: 6,701

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Benjamin Thomas Pavlik | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY; DIRECTOR, LEGAL COUNSEL AND SECRETARY | — |
| Helen Johnson-Leipold | GENERAL PARTNER; TRUSTEE | — |
| Adam Steven Bellmer | CHIEF COMPLIANCE OFFICER | — |
| Daniel J Brunner | SENIOR VICE PRESIDENT - FINANCE; VICE PRESIDENT - FINANCE | — |
| Dominic Paul Ceci | CHIEF INVESTMENT OFFICER | — |
| Ronald Edward Lehmann | CHIEF ADMINISTRATIVE OFFICER; SVP CHIEF ADMINISTRATIVE OFFICER | — |
| Jeffrey Lawrence Pierce | DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH | — |
| Jeff Blonski | DIRECTOR, CHIEF FINANCIAL OFFICER | — |
| Mark C Behrens | DIRECTOR; DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | — |
| BRUNNER BRIAN J | VICE PRESIDENT - FINANCE | — |
| WILSON DONALD JOHN | VICE PRESIDENT - FINANCIAL ANALYST | — |
| KAMINSKI DANIEL LEE | DIRECTOR AND EXECUTIVE VICE PRESIDENT - WEALTH | — |
| CLEARY MICHAEL JOSEPH | CHAIRMAN OF THE BOARD AND PRESIDENT; DIRECTOR; DIRECTOR AND CHIEF EXECUTIVE OFFICER (+3 more) | — |
| PETERSON JOHN REUBEN | DIRECTOR; SECRETARY, TREASURER AND DIRECTOR; VP, SECRETARY AND DIRECTOR | — |
| BRAUN WILLIAM HUGH | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & COMPLIANCE OFFICER | — |
| OSTER MAUREEN BUSBY | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR; CHIEF INVESTMENT OFFICER AND DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR (+1 more) | — |
| ANDREW BRIAN KEITH | CHIEF INVESTMENT OFFICER; DIRECTOR, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, EXECUTIVE VICE PRESIDENT - WEALTH, CHIEF INVESTMENT OFFICER (+1 more) | — |
| WARNER ROBERT LESLIE | EXECUTIVE VICE PRESIDENT AND OFFICER | — |
| BRAUN WILLIAM H | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & COMPLIANCE OFFICER (+1 more) | — |
| CARPENTER CHRISTOPHER MICHAEL | CHIEF OPERATING OFFICER | — |
| CHEDID STEPHANIE ANNE | MANAGING DIRECTOR AND DIRECTOR; PRESIDENT AND DIRECTOR; SENIOR VICE PRESIDENT AND DIRECTOR | — |
| PAVLIK BENJAMIN THOMAS | DIRECTOR, LEGAL COUNSEL AND ASSISTANT SECRETARY; LEGAL COUNSEL AND ASSISTANT SECRETARY | — |
| BEHRENS MARK C | CHIEF FINANCIAL OFFICER AND SECRETARY; DIRECTOR, CHIEF FINANCIAL OFFICER AND SECRETARY | — |
| Johnson-Leipold Helen | TRUSTEE | — |
| NAIDL WADE ALAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125557/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125557/similar
- Related entities: https://search.stillhousedata.com/firm/125557/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125557

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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.