JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 169413). Regulatory assets under management: $37.3M.

Registration

• CRD: 169413
• Type: Registered investment adviser
• Location: 1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236
• Phone: 847-980-7746
• Latest filing: 2026-04-02
• Regulatory AUM: $37.3M
• Discretionary AUM: $34.0M
• Non-discretionary AUM: $3.3M
• Clients: 2
• Accounts: 146

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169413 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search