PPrivate Fund Data Log in Join · $37/mo

Johnson Wealth Management, LLC

● SEC registered since 2017CRD 123105SEC# 801-110295Grand Forks, ND
Export (members)
Reg. AUM
$256.9M
Employees
2
Accounts
508
Location
Grand Forks, ND

Johnson Wealth Management, LLC assets under management

Johnson Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Forks, ND. The firm has been registered since 2017. It reports $256.9 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Johnson Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Derrick Peter Johnson ControlChief Compliance OfficerOver 75%2002
Derrick Peter Johnson ControlMemberOver 75%2002

Frequently asked questions

How much does Johnson Wealth Management, LLC manage?

Johnson Wealth Management, LLC reports $256.9 million in regulatory assets under management on its Form ADV.

How many employees does Johnson Wealth Management, LLC have?

Johnson Wealth Management, LLC reports 2 employees.

Where is Johnson Wealth Management, LLC located?

Johnson Wealth Management, LLC is based in Grand Forks, ND and has been SEC-registered since 2017.

Does Johnson Wealth Management, LLC disclose fund performance?

Johnson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address214 North 4th Street, Ste 123, Grand Forks, ND 58203
Phone701-746-8310
Fax701-746-8317
Office hours8:30 a.m.-5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$256.9M
Non-discretionary$0
Total (RAUM)$256.9M