Johnson Wealth Inc.
● SEC registered since 2003CRD 125557SEC# 801-61862Milwaukee, WI
Reg. AUM
$10.35B
Employees
142
Accounts
6,701
Location
Milwaukee, WI
Johnson Wealth Inc. assets under management
Johnson Wealth Inc. is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2003. It reports $10.3 billion in regulatory assets under management and employs 142 people.
Johnson Wealth Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Steven Bellmer | Chief Compliance Officer | Under 5% | 2018 |
| Benjamin Thomas Pavlik | Director, Legal Counsel And Secretary | Under 5% | 2016 |
| Bryant Shurn | Senior Vice President - Director Of Wealth Sales | Under 5% | 2026 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Johnson Wealth Inc. manage?
Johnson Wealth Inc. reports $10.3 billion in regulatory assets under management on its Form ADV.
How many employees does Johnson Wealth Inc. have?
Johnson Wealth Inc. reports 142 employees.
Where is Johnson Wealth Inc. located?
Johnson Wealth Inc. is based in Milwaukee, WI and has been SEC-registered since 2003.
Does Johnson Wealth Inc. disclose fund performance?
Johnson Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 555 East Wells Street, Suite 1900, Milwaukee, WI 53202 |
| Phone | 414-291-4500 |
| Fax | 414-270-2241 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1682139 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.35B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$10.35Bregulatory AUM
Discretionary $8.47BNon-discretionary $1.87B