General Partner · Johnson Wealth Inc.
Helen Johnson-Leipold
CRD 6678059 · Named on Form ADV at one SEC-registered adviser
At a glance
Johnson Wealth Inc., an SEC-registered asset manager based in Milwaukee, WI with $10.3 billion in regulatory assets, lists Helen Johnson-Leipold on its Form ADV as General Partner, a control person.
Firms and roles
- Johnson Wealth Inc.General PartnerAsset manager · Milwaukee, WI · $10B in regulatory assets
AtlasMembers
Helen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Benjamin T. PavlikDirector, Legal Counsel and Secretary, Johnson Wealth Inc.
- Adam S. BellmerChief Compliance Officer, Johnson Wealth Inc.
- Daniel J. BrunnerSenior Vice President - Finance, Johnson Wealth Inc.
- Dominic P. CeciChief Investment Officer, Johnson Wealth Inc.
- Ronald E. LehmannChief Administrative Officer, Johnson Wealth Inc.
3 more people named with Helen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Helen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.