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- Custodian
- Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-25-2002
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 12, 2025 and July 29, 2026, reported AUM increased 25.9%, from $256.9M to $323.4M.
Across 5 reported observations, AUM increased 72.8% between March 4, 2022 and July 29, 2026, from $187.2M to $323.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 176 clients, or 88 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Johnson Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DERRICK PETER JOHNSON
Financial Advisor, General Partner
- CRD
- #2062807
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Peter Mortenson
--
- CRD
- #7007407
Cole Wigestrand
--
- CRD
- #7988613
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Johnson Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Johnson Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.