Data / Investment advisers / North Dakota / Johnson Wealth Management, LLC
Johnson Wealth Management, LLC, Grand Forks, ND: $323 million AUM, SEC registered investment adviser
Johnson Wealth Management, LLC is an SEC registered investment adviser with its main office in Grand Forks, North Dakota and reports $323 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 123105
- SEC file number
- 801-110295
- SEC status
- Approved, effective April 5, 2017
- Main office
- 214 North 4th Street Ste 123, Grand Forks, ND 58203
- Phone
- (701) 746-8310
- Regulatory AUM
- $323,371,310 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $323,371,310
- Accounts
- 596
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 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 | 99 | $272.8 million |
| Individuals (other than high net worth individuals) | 70 | $25.3 million |
| Charitable organizations | Fewer than 5 | $15.1 million |
| Pension and profit sharing plans | Fewer than 5 | $10.2 million |
| Corporations or other businesses | Fewer than 5 | $2,039 |
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 | $323.4 million | March 10, 2026 |
| December 1, 2025 | $256.9 million | February 12, 2025 |
Other advisers in North Dakota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Viking Fund Management LLC | Minot | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Brady Martz Wealth Solutions, LLC | Grand Forks | $795.3 million | Not listed | adviserinfo.sec.gov |
| Prairiewood Wealth Management | Fargo | $365.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Forward, LLC | Fargo | $228.1 million | Not listed | adviserinfo.sec.gov |
| Financial Strategies Group | Fargo | $189.1 million | Not listed | adviserinfo.sec.gov |
| Fjell Capital | Fargo | $187 million | Not listed | adviserinfo.sec.gov |
| Light Financial Services, Inc. | Fargo | $175.5 million | Not listed | adviserinfo.sec.gov |
| Capital City Wealth Management, Inc. | Bismarck | $130 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Dakota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Johnson Wealth Management, LLC 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.