JOHNSON WEALTH INC.

Tel: 414-291-4500 555 East Wells Street Suite 1900 Milwaukee, Wisconsin 53202

About JOHNSON WEALTH INC.

JOHNSON WEALTH INC. is a Milwaukee, Wisconsin based financial advisory firm with nearly $8,435,966,964 in assets under management and provides investment advisory services for 2516 clients. There are currently 137 financial advisors at the firm.

General Information
Firm CRD#:

125557

Firm SEC#:

801-61862

Assets Under Management:

$8,435,966,964

No. of Clients:

2516

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Wisconsin?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Wisconsin, Milwaukee

FirmCRD#:307865
SEC#:801-119948
No. of Advisors:260
No. of Clients:25
AUM:$281,345,911,200
FirmCRD#:150114
SEC#:801-70101
No. of Advisors:503
No. of Clients:259
AUM:$151,331,807,781
FirmCRD#:114085
SEC#:801-60721
No. of Advisors:14
No. of Clients:31
AUM:$28,558,864,166
FirmCRD#:109149
SEC#:801-15164
No. of Advisors:26
No. of Clients:769
AUM:$14,936,427,714
FirmCRD#:164201
SEC#:801-76857
No. of Advisors:52
No. of Clients:373
AUM:$11,334,422,677
FirmCRD#:307169
SEC#:801-118132
No. of Advisors:35
No. of Clients:313
AUM:$9,848,742,000
FirmCRD#:108347
SEC#:801-4658
No. of Advisors:17
No. of Clients:13
AUM:$6,320,548,103
FirmCRD#:105432
SEC#:801-28444
No. of Advisors:21
No. of Clients:3835
AUM:$5,841,894,931
FirmCRD#:173069
SEC#:801-80473
No. of Advisors:22
No. of Clients:6
AUM:$2,141,471,695
FirmCRD#:29433
SEC#:801-19074
No. of Advisors:26
No. of Clients:92
AUM:$1,885,901,565
FirmCRD#:165693
SEC#:801-78676
No. of Advisors:33
No. of Clients:5
AUM:$1,665,275,777
FirmCRD#:106680
SEC#:801-46436
No. of Advisors:7
No. of Clients:1640
AUM:$1,576,315,793
FirmCRD#:47487
SEC#:801-45055
No. of Advisors:26
No. of Clients:4070
AUM:$1,515,304,279
FirmCRD#:154718
SEC#:801-71802
No. of Advisors:12
No. of Clients:3496
AUM:$1,386,300,000

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.