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Johnson Wealth Management, LLC
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Overview Share
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Grand Forks, North Dakota
$146.9 million AUM
1 office

Johnson Wealth Management, LLC is based in Grand Forks, North Dakota and has $146.9 million in assets under management.

Location
322 Demers Avenue
Suite 402
Grand Forks, ND 58201
Contact
$146.9 million
AUM
1
Employees
AUM Share
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$146,889,791
Assets under management
338 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 32 $12,064,755 8% $377,024
High net worth individuals 63 $102,148,195 70% $1,621,400
Pension and profit sharing plans 13 $19,419,852 13% $1,493,835
Charitable organizations 6 $13,256,989 9% $2,209,498
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$146,889,791
Assets under management
$146,889,791
AUM per employee
$146,889,791
AUM per investment analyst
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Compensation

Johnson Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Johnson Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 123,105
SEC number 801-110295
Legal structure Limited Liability Company
Legal governance North Dakota, United States
Latest ADV filing date March 23, 2020

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