Data / Investment advisers / California / Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors, Los Altos, CA: $202 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Johnson Lyman Wealth Advisors is an SEC registered investment adviser with its main office in Los Altos, California and reports $202 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Johnson Lyman Wealth Advisors (CRD number 150150): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 150150
- SEC file number
- 801-70139
- SEC status
- Approved, effective May 15, 2009
- Legal name
- Johnson Lyman, Inc.
- Main office
- 4966 El Camino Real Suite 109, Los Altos, CA 94022
- Phone
- (650) 494-2733
- Website
- jlwealth.com
- Regulatory AUM
- $202,117,904 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $190,072,646
- Non discretionary AUM
- $12,045,258
- Accounts
- 57
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $179.6 million |
| Pension and profit sharing plans | 1 | $12 million |
| Individuals (other than high net worth individuals) | 9 | $5.6 million |
| Charitable organizations | 1 | $4.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $202.1 million | March 4, 2026 |
| December 1, 2025 | $168.1 million | March 10, 2025 |
Other advisers in Los Altos
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Traveka Wealth, LLC | Los Altos | $730.8 million | Not listed | adviserinfo.sec.gov |
| Diversifi Capital Inc | Los Altos | $671.4 million | 22 | adviserinfo.sec.gov |
| Riley Friedman Asset Management | Los Altos | $584.8 million | Not listed | adviserinfo.sec.gov |
| Flywheel Private Wealth LLC | Los Altos | $415 million | Not listed | adviserinfo.sec.gov |
| Gates Pass Advisors, LLC | Los Altos | $207.6 million | Not listed | adviserinfo.sec.gov |
| Total Wealth Solutions | Los Altos | $148 million | Not listed | adviserinfo.sec.gov |
| Changing Parameters, LLC | Los Altos | $105.4 million | Not listed | adviserinfo.sec.gov |
| Firebolt Ventures Management Company, LLC | Los Altos | Not listed | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Altos, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Johnson Lyman Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.