JOHNSON WEALTH MANAGEMENT, LLC

JOHNSON WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 306504). Regulatory assets under management: $6.2M.

Registration

• CRD: 306504
• SEC file number: 801-118126
• Type: Registered investment adviser
• Location: 5090 NORTH 40TH STREET, SUITE 205, PHOENIX, AZ, 85018
• Phone: 480-385-7399
• Latest filing: 2023-09-06
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 10
• Accounts: 8

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 306504 on SEC IAPD (source of record)
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