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JOHNSON WEALTH MANAGEMENT, LLC

GRAND FORKS, ND · CRD 123105 · IAPD ↗ · 701-746-8310

$323.4MRegulatory AUM
2Advisory reps
2Employees
7Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — JOHNSON WEALTH MANAGEMENT, LLC reported RAUM up 26% ($256.9M -> $323.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — JOHNSON WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2025 — JOHNSON WEALTH MANAGEMENT, LLC reported RAUM up 30% ($196.9M -> $256.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.