Johnson Wealth Management, LLC
● SEC registered since 2017CRD 123105SEC# 801-110295Grand Forks, ND
Reg. AUM
$323.4M
Employees
2
Accounts
596
Location
Grand Forks, ND
Johnson Wealth Management, LLC assets under management
Johnson Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Forks, ND. The firm has been registered since 2017. It reports $323.4 million in regulatory assets under management and employs 2 people.
Johnson Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derrick Peter Johnson Control | Chief Compliance Officer | Over 75% | 2002 |
| Derrick Peter Johnson Control | Member | Over 75% | 2002 |
Frequently asked questions
How much does Johnson Wealth Management, LLC manage?
Johnson Wealth Management, LLC reports $323.4 million in regulatory assets under management on its Form ADV.
How many employees does Johnson Wealth Management, LLC have?
Johnson Wealth Management, LLC reports 2 employees.
Where is Johnson Wealth Management, LLC located?
Johnson Wealth Management, LLC is based in Grand Forks, ND and has been SEC-registered since 2017.
Does Johnson Wealth Management, LLC disclose fund performance?
Johnson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 214 North 4th Street, Ste 123, Grand Forks, ND 58203 |
| Phone | 701-746-8310 |
| Fax | 701-746-8317 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$323.4M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$323.4Mregulatory AUM
Discretionary $323.4M