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JOHNSON BRUNETTI

WETHERSFIELD, CT · CRD 171168 · IAPD ↗ · 860-372-4800

$2.78BRegulatory AUM
36Advisory reps
64Employees
0Clients
0Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2026 — JOHNSON BRUNETTI reported RAUM up 32% ($2.11B -> $2.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2026 — JOHNSON BRUNETTI grew from 31 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
July 2025 — JOHNSON BRUNETTI changed its website from retire.johnsonbrunetti.com to listentojoel.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
March 2025 — JOHNSON BRUNETTI changed its website from johnsonbrunetti.com to retire.johnsonbrunetti.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
66
March 2025 — JOHNSON BRUNETTI reported RAUM up 33% ($1.58B -> $2.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
May 2024 — JOHNSON BRUNETTI changed its website from retire.johnsonbrunetti.com to johnsonbrunetti.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
May 2024 — JOHNSON BRUNETTI notice-filed in MD, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — JOHNSON BRUNETTI added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — JOHNSON BRUNETTI reported RAUM up 34% ($1.18B -> $1.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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