Asset manager · Milwaukee, WI
Johnson Wealth Inc.
SEC-registered investment adviser · CRD 125557 · SEC 801-61862
At a glance
Johnson Wealth Inc. is an SEC-registered investment adviser based in Milwaukee, Wisconsin, with $10.3 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is other investment advisers, and it reports 2,238 individual clients. By Form ADV it is a asset manager, ranked 507th of 3,218 asset managers and 1,331st of 17,210 SEC-registered advisers by assets.
Main office 414-291-4500johnsonfinancialgroup.comAs filed on Form ADV
- Regulatory AUM
- $10B
- Rank among asset managers
- #507 of 3,218
- Rank among all SEC RIAs
- #1,331 of 17,210
- Rank in Wisconsin
- #11 of 195
- Individual clients
- 2,238
- High-net-worth clients
- 2,058
- Accounts
- 6,701
- Discretionary
- 82% of AUM
- Employees
- 142
- Advisory staff
- 71
- Offices
- 8
Owners and executives on its Form ADV
- Benjamin T. PavlikDirector, Legal Counsel and Secretary
- Adam S. BellmerChief Compliance Officer
- Daniel J. BrunnerSenior Vice President - Finance
- Dominic P. CeciChief Investment Officer
- Ronald E. LehmannChief Administrative Officer
- Jeffrey L. PierceDirector, President, Executive Vice President - Wealth
- Jeff BlonskiDirector, Chief Financial Officer
- Bryant ShurnSenior Vice President - Director of Wealth Sales
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 1 | $4.4B | 42% |
| High-net-worth individuals | 2,058 | $3.9B | 38% |
| Corporations or other businesses | 107 | $1.4B | 14% |
| Pension and profit sharing plans | 26 | $292M | 3% |
| Charitable organizations | 36 | $177M | 2% |
| State or municipal government entities | 4 | $167M | 2% |
| Individuals | 180 | $30M | <1% |
Disciplinary disclosures
Johnson Wealth Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗johnsonfinancialgroup.com ↗
AtlasMembers
The full record on Johnson Wealth Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 541 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Johnson Wealth Inc. manage?
Johnson Wealth Inc. reports $10.3 billion in regulatory assets under management across 6,701 accounts, 82% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Johnson Wealth Inc.?
Johnson Wealth Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Johnson Wealth Inc.’s clients?
By assets, its largest client types are other investment advisers ($4.4 billion, 1 clients); high-net-worth individuals ($3.9 billion, 2,058 clients); corporations or other businesses ($1.4 billion, 107 clients).
Does Johnson Wealth Inc. have any disciplinary history?
Johnson Wealth Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Johnson Wealth Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →