$323.4M Total AUM
$323.4M Disc. AUM
-- 3Y CAGR
2 Employees
176 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Frontier catalystSignal momentum
- Established Date
- 09-25-2002
- Office Locations
- 1
Office Locations
214 North 4TH Street STE 123 Grand Forks ND
About Johnson Wealth Management, LLC
Johnson Wealth Management is an RIA providing customized wealth management and investment consulting, designing portfolios around each client’s risk tolerance, needs, and objectives. The firm offers financial planning and asset allocation using ETFs and mutual funds, with fixed income and insurance/annuity planning as needed. Custody includes Charles Schwab. A key differentiator is a free, Nitrogen (Riskalyze)-powered portfolio risk analysis.
Team overview
53 AVG AGE
$161.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Wave eagle Ember
Custodian
Momentum focus
Investment Themes
Legacy Timber crest
Investment Vehicles
Summit zenith Optima north
Services
Value pioneer Legacy atlas Ridge Unison foundation Pioneer Fusion pathway
Technology
Vital Optima
Owner & Executives
DERRICK PETER JOHNSON
Financial Advisor, General Partner
- CRD
- #2062807
- Ownership
- 75% or more
(546) 639-7522
focus.prime@bridgecapital.com
in linkedin.com/in/peak-harbor
Showing 1 of 1 owners & executives
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J
James Peter Mortenson
--
- CRD
- #7007407
(503) 597-4383
alpha.radial@elementcapital.com
in linkedin.com/in/north-fusion
C
Cole Wigestrand
--
- CRD
- #7988613
(482) 666-4974
ember.prime@eaglecapital.com
in linkedin.com/in/element-glacier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,371,310 | $542,569 |
| Non-Discretionary | $0 | -- |
| Total | $323,371,310 | $542,569 |
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Separately Managed Accounts
Total SMA Asset: $323,371,310
Equity - Exchange:
14.4% Public Funds:
18.5% Municipal Bonds:
17.5% Private Funds:
15.4% Cash:
17.8% U.S. Government/Agency:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $708,383,095 | 14.4% |
| Public Funds | $910,075,504 | 18.5% |
| Municipal Bonds | $860,882,233 | 17.5% |
| Private Funds | $757,576,365 | 15.4% |
| Cash | $875,640,214 | 17.8% |
| U.S. Government/Agency | $806,769,636 | 16.4% |
| Total | $4,919,327,047 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON FOUNDATION | NORTH CAPITAL | ZJ8A3W5Z9 | ENZH | 9.96% | $24,394,317 |
| HORIZON VERTEX PRIME | PEAK WAVE | TMY21QLKJ | BKQ | 10.61% | $7,854,649 |
| HORIZON GLACIER LEGACY | BEACON NORTH | B7TGKTB52 | DTY | 8.81% | $31,352,519 |
| FUSION WAVE PIONEER | LEGACY FOUNDATION | YAEFYF1Z1 | KFXGP | 5.65% | $10,518,100 |
| EAGLE INSIGHT FOCUS | VITAL ZENITH | 93336ZNJI | GQDQW | 6.84% | $114,621,460 |
| INSIGHT GLACIER | UNISON FOCUS | DTTSP6BFB | SMW | 8.55% | $7,527,228 |
| PEAK VERTEX VITAL | INSIGHT MATRIX | PNFIC9HXQ | FNUR | 4.85% | $77,133,082 |
| OPTIMA BEACON EAGLE | MERIDIAN ELEMENT | WCAXEA7UK | RFC | 8.87% | $103,004,845 |