Johnson Wealth Inc.

MILWAUKEE, WI · CIK 1682139 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2003 · corporation

Assets managed$10.3bn
Staff142 · 71 in investment roles
Main clients (by assets)Other advisers 42%, High net worth individuals 38%, Companies 14%
Websitejohnsonfinancialgroup.com
Form ADV · 2026-03-27SEC adviser record

Legal entityJohnson Wealth Inc. (US)

Others nearbyMilwaukee, WI, Madison, WI, Appleton, WI, Racine, WI, Waukesha, WI, Green Bay, WI

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Milwaukee, WI (main office)United States	United States	about 34
Madison, WIUnited States	United States	12
Appleton, WIUnited States	United States	8
Racine, WIUnited States	United States	8
Green Bay, WIUnited States	United States	3
Waukesha, WIUnited States	United States	3
Janesville, WIUnited States	United States	2
Kenosha, WIUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.