Data / Investment advisers / Wisconsin / Johnson Wealth Inc.
Johnson Wealth Inc., Milwaukee, WI: $10.3 billion AUM, SEC registered investment adviser
Johnson Wealth Inc. is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $10.3 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include other investment advisers, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 125557
- SEC file number
- 801-61862
- SEC status
- Approved, effective March 4, 2003
- Main office
- 555 East Wells Street Suite 1900, Milwaukee, WI 53202
- Phone
- (414) 291-4500
- Website
- johnsonfinancialgroup.com
- Regulatory AUM
- $10,348,426,272 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $8,474,742,222
- Non discretionary AUM
- $1,873,684,050
- Accounts
- 6,701
- Employees
- 142, of which 71 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| Other investment advisers | 1 | $4.38 billion |
| High net worth individuals | 2,058 | $3.89 billion |
| Corporations or other businesses | 107 | $1.41 billion |
| Pension and profit sharing plans | 26 | $291.9 million |
| Charitable organizations | 36 | $177.3 million |
| State or municipal government entities | 4 | $167.3 million |
| Individuals (other than high net worth individuals) | 180 | $30 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 | $10.35 billion | March 27, 2026 |
| December 1, 2025 | $9.11 billion | November 21, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Artisan Partners Limited Partnership | Milwaukee | $183.62 billion | 10 | adviserinfo.sec.gov |
| Tidal Investments LLC | Milwaukee | $45.83 billion | Not listed | adviserinfo.sec.gov |
| Mason Street Advisors, LLC | Milwaukee | $39.08 billion | Not listed | adviserinfo.sec.gov |
| National Investment Services of America, LLC | Milwaukee | $16.25 billion | 12 | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | $11.36 billion | Not listed | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | $6.08 billion | Not listed | adviserinfo.sec.gov |
| Geneva Capital Management LLC | Milwaukee | $5.60 billion | Not listed | adviserinfo.sec.gov |
| 1834 Investment Advisors Co. | Milwaukee | $2.20 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Johnson Wealth Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.