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- Custodian
- Capital Bank · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Vital insightNorth unison +more
- Established Date
- 05-15-2009
- Office Locations
- 2
Office Locations
About Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors is a fee-only, fiduciary boutique RIA in Los Altos, CA providing concierge-level financial planning and portfolio management. The team works directly with clients, coordinates with outside professionals (e.g., CPAs/attorneys), and supports a wide range of financial decisions. Advisory staff are CFP® professionals (or pursuing) with NAPFA/FPA memberships; portfolios are commonly implemented with mutual funds and ETFs, including at Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT A LYMAN
Chief Compliance Officer, DIRECTOR, President
- CRD
- #4697601
- Ownership
- 75% or more
CATHERINE C LYMAN
DIRECTOR, President, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Rebecca Katherine Lyman
Wealth Advisor
- CRD
- #7609189
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,072,646 | $3,394,154 |
| Non-Discretionary | $12,045,258 | $12,045,258 |
| Total | $202,117,904 | $3,545,928 |
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Separately Managed Accounts
Total SMA Asset: $202,117,904
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,157,246,396 | 51.6% |
| Equity - Exchange | $2,972,914,574 | 36.9% |
| Cash | $926,518,092 | 11.5% |
| Total | $8,056,679,062 | 100.0% |