firm profile
Johnson Wealth Inc.
Overview
Johnson Wealth Inc. is an SEC registered investment adviser based in Milwaukee, WI, registered since 2003. It reports $10.3B in assets under management across 6,701 accounts, with 142 employees. It has 72 investment adviser representatives.
- Reported AUM
- $10.3B
- Discretionary
- 82%
- Accounts
- 6,701
- Average account
- $1.5M
- Employees
- 142
- Advisory reps
- 72
- Registered since
- 2003
- Jurisdictions
- 45
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 8
- Adam Steven Bellmer Chief Compliance Officer CRD 5585459
- Dominic Paul Ceci Chief Investment Officer CRD 7531466
- Jeff Blonski Director, Chief Financial Officer CRD 8193386
5 more executive officers, with direct contact details
Advisory reps 3 of 72
- Ronald Charles Alberts Jr. Investment Adviser Rep CRD 1574689
- Breton Almstedt Investment Adviser Rep CRD 7977413
- Grace P Anderson Investment Adviser Rep CRD 7223723
69 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 555 E Wells St Ste 1900
Milwaukee, WI 53202 - County
- Milwaukee
- Metro area
- Milwaukee-Waukesha, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 45 jurisdictions
- Website: johnsonfinancialgroup.com
Every state, with registration dates
Similar firms near Milwaukee
- Robert W. Baird & Co. IncorporatedMilwaukee, WI$394B AUM
- Northwestern Mutual Investment Management Company, LLCMilwaukee, WI$323B AUM
- Artisan Partners Limited PartnershipMilwaukee, WI$184B AUM
- Tidal Investments LLCMilwaukee, WI$45.8B AUM
- Mason Street Advisors, LLCMilwaukee, WI$39.1B AUM
request a demo
See what we have on Johnson Wealth Inc.
We'll walk you through the full profile and how to find more firms like this one.