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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between March 27, 2025 and August 20, 2026, reported AUM increased 30.4%, from $1.4B to $1.9B.
Across 5 reported observations, AUM increased 102.4% between October 20, 2022 and August 20, 2026, from $914.9M to $1.9B.
Of the latest reported AUM, 95.2% is discretionary and 4.8% is non-discretionary.
The firm reports 21 advisory representatives and 578 clients, or 27.5 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on August 20, 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
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
BETHANIE ANNE BAKER
--
- CRD
- #7613714
Showing 2 of 31 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
SMA allocation detail is available
Willis Johnson Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Willis Johnson Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.