Johnson Wealth Inc.

Registered investment advisor · Milwaukee, Wisconsin · CRD #125557

Assets Under Management

$10.3B

Client Accounts

6,701

Employees

142

CRD Number

125557

Registration

SEC Registered

Custodian

Pershing Llc, Johnson Bank

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Johnson Wealth Inc.

Johnson Financial Group, Inc. is a family-owned financial services holding company based in Racine, Wisconsin. Founded in 1970, it has grown to become the largest privately held financial services company in Wisconsin, managing approximately $14 billion in assets. The company employs over 1,200 associates and is led by Chairman Helen Johnson-Leipold and President and CEO Jim Popp. The company offers a wide range of financial solutions, including personal and business banking, wealth management,

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Johnson Wealth Inc.

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Frequently Asked Questions

What is Johnson Wealth Inc.'s AUM?

Johnson Wealth Inc. reports approximately $10.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Johnson Wealth Inc. headquartered?

Johnson Wealth Inc. is headquartered in Milwaukee, Wisconsin.

What is Johnson Wealth Inc.'s CRD number?

Johnson Wealth Inc.'s CRD number is 125557. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.