J
CRD: 169413
Johnson Private Wealth Management, LLC
Sarasota, FL, 34236
8479807746
$37.3M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-23-2014
- Office Locations
- 1
Office Locations
1990 Main Street, Suite 750 Sarasota FL
About Johnson Private Wealth Management, LLC
Johnson Private Wealth Management, LLC is a Sarasota-based RIA. The firm has been operating for 12 years. Managing $37.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$691.6K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Premium access reveals conviction themes in wave harbor bridge.
Premium access reveals conviction themes in prime horizon catalyst.
Unlock to compare peer behavior around peak insight.
Unlock to see real insight on ridge crest legacy.
Open the full profile to inspect shifts in ridge horizon.
Open the full profile to inspect shifts in ember unison.
Request access to benchmark trends tied to oak.
Unlock to compare peer behavior around horizon vital.
Asset Classes
Pioneer Eagle legacy
Investment Themes
North zenith Horizon Vertex delta Horizon zenith
Investment Vehicles
Unison
Services
Focus crest Catalyst Prime Timber oak Atlas
Owner & Executives
B
BARBARA A JOHNSON
Chief Compliance Officer, President
- CRD
- #5335198
- Ownership
- 75% or more
(596) 452-7052
wave.wave@pioneercapital.com
in linkedin.com/in/fusion-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN ANTHONY MACHONGA
Registered Representative
- CRD
- #1144638
(602) 668-4327
alpha.legacy@primecapital.com
in linkedin.com/in/crest-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,010,283 | -- |
| Non-Discretionary | $3,337,951 | -- |
| Total | $37,348,234 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $37,348,234
Public Funds:
18.0% U.S. Government/Agency:
22.0% Equity - Exchange:
28.5% Corporate - Investment Grade:
23.0% Cash:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $56,474,054 | 18.0% |
| U.S. Government/Agency | $69,023,843 | 22.0% |
| Equity - Exchange | $89,417,252 | 28.5% |
| Corporate - Investment Grade | $72,161,291 | 23.0% |
| Cash | $26,668,303 | 8.5% |
| Total | $313,744,743 | 100.0% |