CRD: 286036
Johnson Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2017
- Office Locations
- 1
Office Locations
About Johnson Wealth Management, LLC
Johnson Wealth Management, LLC is an independent Palm Coast, Florida RIA with 30+ years of planning experience serving individuals, families, and small business owners. The firm emphasizes education-driven financial and retirement planning, with broader support for tax, estate/legacy, insurance, and college planning. Portfolios focus on asset allocation and risk management, implemented primarily with public funds and ETFs (via Schwab custody).
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Owner & Executives
ORLANDO NILES JOHNSON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6010077
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,580,000 | -- |
| Total | $1,580,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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