← Tributary

JOHNSON WEALTH MANAGEMENT, LLC

PHOENIX, AZ · CRD 306504 · IAPD ↗ · 480-385-7399

$6.2MRegulatory AUM
4Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — JOHNSON WEALTH MANAGEMENT, LLC (PHOENIX, AZ) left the SEC roster (was $6.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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