CRD: 148208
Private Client Group Asset Management
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- OptimaPeak glacier +more
- Established Date
- 05-15-2009
- Office Locations
- 1
Office Locations
About Private Client Group Asset Management
Private Client Group Asset Management is a Gladstone, NJ RIA providing high-touch wealth management and financial planning for individuals and families—especially those building wealth, approaching retirement, or in retirement. The team builds diversified portfolios and tailored strategies across retirement, estate, tax, and business planning needs with an emphasis on transparency and integrity. Concierge-style service is offered regardless of client location; custody through Pershing.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID WORDLOW JOHNSON
Financial Consultant
- CRD
- #1684551
- Ownership
- 75% or more
CHRISTINA JOHNSON
Senior Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Crest quantum
Alpha ember
- CRD
- #94133
- Ownership
- 18.7%
Showing 2 of 3 owners & executives
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GARY PRINCE
--
- CRD
- #6991085
Zachary Tombs
Financial Advisor
- CRD
- #6788996
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,087,798 | $722,666 |
| Non-Discretionary | $0 | -- |
| Total | $143,087,798 | $722,666 |
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Separately Managed Accounts
Total SMA Asset: $143,087,798
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $101,455,637 | 18.7% |
| Equity - Exchange | $100,370,550 | 18.5% |
| Cash | $130,210,444 | 24.0% |
| U.S. Government/Agency | $115,561,769 | 21.3% |
| Corporate - Investment Grade | $94,945,115 | 17.5% |
| Total | $542,543,515 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MOMENTUM | OPTIMA EAGLE | OZ68YGFOV | ANWG | 8.56% | $112,016,804 |
| CATALYST CATALYST FRONTIER | DELTA PRIME | 3FZBT2OZ7 | CSN | 2.34% | $56,449,771 |
| OAK INSIGHT | PIONEER PRIME | 8SBP9DNT3 | WKRR | 4.38% | $33,179,621 |
| WAVE QUANTUM CATALYST | OAK OPTIMA | YPGR583LO | ZAJK | 3.51% | $91,377,663 |
| NORTH VITAL | GLACIER DELTA | GTJYXQFSJ | AXES | 8.06% | $2,926,272 |
| VITAL RIDGE EAGLE | PRIME DELTA | BOFZUYVUQ | HFV | 1.48% | $86,627,150 |
| SIGNAL VECTOR | TIMBER ELEMENT | HR9I25WZ4 | BEG | 0.72% | $119,841,027 |
| SIGNAL PATHWAY OAK | PRIME FOUNDATION | S3UN4SHNV | BKA | 7.13% | $41,298,199 |