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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-1996
- Office Locations
- 1
Office Locations
About Willis Johnson Wealth
Willis Johnson & Associates is a Houston-based, fee-only RIA providing fiduciary financial planning and investment management for corporate professionals and retirees nationwide. The firm pairs strategic tax planning with deep expertise in employer benefit and retirement plan optimization, with a long history serving Shell, Chevron, and BP executives.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIS ANTHONY JOHNSON
Chief Financial Officer, Executive Chairman, Financial Advisor, FOUNDER, General Partner
- CRD
- #1146229
- Ownership
- 25% but less than 50%
ALEXIS CATHRYN LONG
Managing Director
- CRD
- #6383914
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Hunter Anguiano
Associate
- CRD
- #7845085
Cody Lowell Bangerter
CLIENT OPERATIONS SPECIALIST
- CRD
- #8162227
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,763,700,424 | $691,376 |
| Non-Discretionary | $88,191,079 | $461,733 |
| Total | $1,851,891,503 | $675,380 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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