JOHNSON WEALTH INC. - Financial Advisor in Wisconsin, Milwaukee

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

No. of Advisors:

137

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

Fee Structure:

A percentage of AUM, Fixed fees

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