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Sarah Louise Johnson

S CAPITAL WEALTH ADVISORS, LLC·MAHTOMEDI, Minnesota
Series 65Clean record11 years registeredS CAPITAL WEALTH ADVISORS, LLC
86 MAHTOMEDI AVENUE, MAHTOMEDI, MN 55115CRD# 6398271Firm CRD# 172591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Louise Johnson · MAHTOMEDI, MN
Registration
CRD #6398271 · S CAPITAL WEALTH ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

GREAT VALLEY ADVISOR GROUP, LLC
Oct 2024 – present
YES WEALTH MANAGEMENT
Jun 2015 – Oct 2024
MAHTOMEDI, MN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 24, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
S CAPITAL WEALTH ADVISORS, LLC
CRD 172591 · SEC 801-128782
AUM
$113M
Regulatory assets under management
Employees
7
352 client accounts
Services offered by S CAPITAL WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at S CAPITAL WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Sarah Louise Johnson offer?
Sarah Louise Johnson specializes in Financial Planning, Investment Management. Contact their office in MAHTOMEDI, Minnesota for a consultation.
What are Sarah Louise Johnson's credentials?
Sarah Louise Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Louise Johnson located?
Sarah Louise Johnson is based in MAHTOMEDI, Minnesota, working with S CAPITAL WEALTH ADVISORS, LLC. Their office serves clients in the MAHTOMEDI metropolitan area and surrounding communities.
How does Sarah Louise Johnson charge for services?
Sarah Louise Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S CAPITAL WEALTH ADVISORS, LLC?
S CAPITAL WEALTH ADVISORS, LLC has approximately 7 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at S CAPITAL WEALTH ADVISORS, LLC

Robert Eugene Schneeweis
MAHTOMEDI, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
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Research
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