Clients
Johnson Wealth serves 2,412 clients, 2,058 of them high-net-worth individuals. The average client has about $4.3 million with the firm, and high-net-worth clients hold 38% of its $10.3 billion in assets.
- High-net-worth individuals2,058 clients38%
- Pension and profit-sharing plans26 clients3%
- Other investment advisers1 clients42%
- Corporations and other businesses107 clients14%
- OtherIndividuals, Charitable organizations, State or municipal government entities4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 180 | $30,031,201 | 0.3% | $167K |
| High-net-worth individuals | 2,058 | $3,893,505,405 | 37.6% | $1.89M |
| Pension and profit-sharing plans | 26 | $291,899,243 | 2.8% | $11.2M |
| Charitable organizations | 36 | $177,295,931 | 1.7% | $4.92M |
| State or municipal government entities | 4 | $167,325,953 | 1.6% | $41.8M |
| Other investment advisers | 1 | $4,383,321,131 | 42.4% | $4.38B |
| Corporations and other businesses | 107 | $1,405,047,408 | 13.6% | $13.1M |
| Total | 2,412 | $10,348,426,272 | 100% | $4.29M |
- Clients
- 180
- Regulatory AUM
- $30,031,201
- Share
- 0.3%
- Avg. per client
- $167K
- Clients
- 2,058
- Regulatory AUM
- $3,893,505,405
- Share
- 37.6%
- Avg. per client
- $1.89M
- Clients
- 26
- Regulatory AUM
- $291,899,243
- Share
- 2.8%
- Avg. per client
- $11.2M
- Clients
- 36
- Regulatory AUM
- $177,295,931
- Share
- 1.7%
- Avg. per client
- $4.92M
- Clients
- 4
- Regulatory AUM
- $167,325,953
- Share
- 1.6%
- Avg. per client
- $41.8M
- Clients
- 1
- Regulatory AUM
- $4,383,321,131
- Share
- 42.4%
- Avg. per client
- $4.38B
- Clients
- 107
- Regulatory AUM
- $1,405,047,408
- Share
- 13.6%
- Avg. per client
- $13.1M
Total
- Clients
- 2,412
- Regulatory AUM
- $10,348,426,272
- Share
- 100%
- Avg. per client
- $4.29M
What it does
Johnson Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets and fixed fees.
Johnson Wealth provided financial planning to 1,000 clients last fiscal year and advises no private funds.
81.9% of assets ($8.47B across 6,620 accounts) are managed with discretion; $1.87B across 81 accounts are not. 2% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks29%
- Funds46%
- Bonds15%
- U.S. government and agency bonds7%
- State and local bonds5%
- Investment grade corporate bonds3%
- Cash7%
- Other3%
- Private placements, alternatives, real estate, promissory notes3%
Custodians
Johnson Wealth’s client accounts are held mainly at Pershing, with 44% of managed assets, and Johnson Bank, with 42%. Johnson Wealth has custody of $4.51B for 2,164 clients.
- Johnson BankJohnson Bank · Racine, WI · $4.34B42%
- PershingPershing LLC · Jersey City, NJ · $4.51B44%
- All other custodians$1.50B15%
Ownership and leadership
Johnson Financial Group, Inc. owns 75% or more of Johnson Wealth.
- Owns 75% or more of Johnson Wealth Inc.
Johnson Financial Group, Inc.
Control person · since June 2016
- Owns 50% to 75% of Johnson Financial Group, Inc.
JFG Control, LP
Control person · since December 2025
Helen Johnson-Leipold
General partner · Control person · since December 2025
Leadership
- Daniel BrunnerSenior Vice President - Finance
- Jeffrey PierceDirector, President, Executive Vice President - Wealth
- Bryant ShurnSenior Vice President - Director of Wealth Sales
- Jeff BlonskiDirector, Chief Financial
- Adam BellmerChief Compliance Officer
- Dominic CeciChief Investment Officer
- Ronald LehmannChief Administrative Officer
- Benjamin PavlikDirector, Legal Counsel and Secretary
Staff
- 142 employees
- 71 in advisory functions
- 68 state-registered reps
- 1 soliciting firm
Fees
Johnson Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Johnson Wealth’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Johnson Wealth has 7 offices, with 8 listed addresses in 1 state.
Wisconsin · 8 listed addresses
- 555 East Wells Street, Suite 1900, MilwaukeeHQ
- 7401 144th Avenue, Kenosha
- 555 Main Street, Racine
- 318 S Washington Street, Green Bay
- 1 S Main Street, Janesville
- 4120 North Galaxy DR, Appleton
- N22W23991 Ridgeview Pkwy W, Waukesha
- 10 E. Doty Street, Madison
Other business names
Johnson Wealth has reported 1 other business name to the SEC.
- Johnson Financial Group Inc.
Registration details
- Legal name
- Johnson Wealth Inc.
- Headquarters
- 555 East Wells Street, Suite 1900, Milwaukee, WI 53202
- Phone
- 414-291-4500
- Website
- Not reported
- SEC file
- 801-61862
- Structure
- Wisconsin corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Johnson Wealth have?
Johnson Wealth has 2,412 clients and manages $10.3 billion for them, as of March 2026. They include 2,058 high-net-worth individuals, 180 other individuals and 107 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Johnson Wealth offer?
Johnson Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Johnson Wealth use?
Johnson Wealth’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $4,507,731,173 and Johnson Bank (Racine, WI), with $4,337,777,124. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Johnson Wealth have?
Johnson Wealth has 68 investment adviser representatives registered with state securities authorities, out of 142 employees, and 71 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Johnson Wealth invest in?
At the end of its last fiscal year, Johnson Wealth’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 7% U.S. government and agency bonds, 7% cash and equivalents, 5% state and local bonds, 3% investment grade corporate bonds and 3% private placements, alternatives, real estate, promissory notes. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Johnson Wealth?
Johnson Wealth’s direct owner is Johnson Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Johnson Wealth get paid?
Johnson Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file