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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-16-2020
- Office Locations
- 1
Office Locations
About Johnson Bixby
Johnson Bixby is a Vancouver, WA-based RIA serving individuals, couples and families (including inheritors, educators/public employees, and corporate executives) across Southwest Washington, Oregon and beyond. The team provides comprehensive financial planning and portfolio management, with emphasis on retirement income/distribution planning, forward-looking tax strategies coordinated with clients’ tax professionals (including help responding to tax notices), and estate/legacy planning alongside attorneys. Custodies primarily at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HEIDI MARIE JOHNSON BIXBY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2215324
- Ownership
- 75% or more
MELISSA ANN LAMARCHE
Chief Operations Officer
- CRD
- #5983126
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Alexander Yusef Ali
Financial Planner
- CRD
- #7646761
Lana Jean Alvarez
Compliance/Audit Manager
- CRD
- #2708275
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $933,732,431 | $423,461 |
| Non-Discretionary | $0 | -- |
| Total | $933,732,431 | $423,461 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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