| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Steven Bellmer | Chief Compliance Officer | Under 5% | 2018 |
| Benjamin Thomas Pavlik | Director, Legal Counsel And Assistant Secretary | Under 5% | 2016 |
| Daniel J. Brunner | Vice President - Finance | Under 5% | 2018 |
Johnson Wealth Inc. reports $9.1 billion in regulatory assets under management on its Form ADV.
Johnson Wealth Inc. reports 132 employees.
Johnson Wealth Inc. is based in Milwaukee, WI and has been SEC-registered since 2003.
Johnson Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 555 East Wells Street, Suite 1900, Milwaukee, WI 53202 |
| Phone | 414-291-4500 |
| Fax | 414-270-2241 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1682139 |
| Discloses disciplinary history | No |
| Discretionary | $7.37B |
| Non-discretionary | $1.74B |
| Total (RAUM) | $9.11B |