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JOHNSON WEALTH INC.
JOHNSON WEALTH INC.
MILWAUKEE, Wisconsin
·
3 registered advisors
·
CRD# 125557
SEC# 801-61862
11
414-291-4500
01
Firm Overview
AUM
$8.4B
Regulatory assets under management
Employees
137
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at JOHNSON WEALTH INC.
3 registered advisors
Brian Keith Andrew
MILWAUKEE, Wisconsin
CRD# 2240211
Dominic Paul Ceci
MILWAUKEE, Wisconsin
CRD# 7531466
Ronald Edward Lehmann
MILWAUKEE, Wisconsin
CRD# 2842307
05
Office Locations
MILWAUKEE, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. JOHNSON WEALTH INC. (CRD# 125557) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.