JOHNSON LYMAN WEALTH ADVISORS
LOS ALTOS, CA · CRD 150150 · IAPD ↗ · jlwealth.com · 650-494-2733
$202.1MRegulatory AUM
2Advisory reps
2Employees
1Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
58
March 2024 — JOHNSON LYMAN WEALTH ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.