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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AtlasHarbor north
- Established Date
- 05-16-1990
- Office Locations
- 2
Office Locations
About Pwjohnson Wealth & Legacy, LLC
PWJohnson Wealth & Legacy is a Los Altos-based, fee-only fiduciary advisory firm serving Bay Area families and individuals, with the ability to work nationwide via virtual meetings and secure digital tools. The team provides independent financial planning, investment management, estate and retirement planning, tax strategy coordination, and legacy coaching; they also emphasize client education, including the Brains and Money brain-health-and-retirement program. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER WILLIAM JOHNSON JR
Chief Compliance Officer, Financial Professional, Owner, PRINCIPAL
- CRD
- #1435611
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HENRY STEVEN REED
--
- CRD
- #7175369
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $62,486,257 | $745,896 |
| Total | $62,486,257 | $745,896 |
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Separately Managed Accounts
Total SMA Asset: $62,486,257
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $7,574,448,978 | 100.0% |
| Total | $7,574,448,978 | 100.0% |