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JOHNSON WEALTH INC.

MILWAUKEE, WI · CRD 125557 · IAPD ↗ · johnsonfinancialgroup.com · 414-291-4500

$10.35BRegulatory AUM
71Advisory reps
142Employees
0Clients
More than 500Planning clients
0Private funds
45States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2026 — JOHNSON WEALTH INC. grew from 61 to 71 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — JOHNSON WEALTH INC. notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — JOHNSON WEALTH INC. notice-filed in CT, IA, ID, KS, KY, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2024 — JOHNSON WEALTH INC. grew from 57 to 63 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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