JOHNSON WEALTH INC.
CRD #125557 SEC #801-61862 MILWAUKEE, WI 414-291-4500
SEC Registered
Total AUM
$9.1B
Discretionary
$7.4B
Employees
132
Clients
--
Accounts
6,888
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $9.1B | $7.4B | $1.7B | 132 | 0 |
| Sep 2025 | $9.1B | $7.4B | $1.7B | 132 | 0 |
| Mar 2025 | $9.1B | $7.4B | $1.7B | 132 | 0 |
| Jul 2024 | $8.4B | $6.8B | $1.7B | 137 | 0 |
| Mar 2024 | $8.4B | $6.8B | $1.7B | 137 | 0 |
| Mar 2024 | $8.4B | $6.8B | $1.7B | 137 | 0 |
| Jan 2024 | $7.7B | $6.2B | $1.6B | 117 | 0 |
| Nov 2023 | $7.7B | $6.2B | $1.6B | 117 | 0 |
| Mar 2023 | $7.7B | $6.2B | $1.6B | 109 | 0 |
| Nov 2022 | $8.8B | $6.9B | $1.9B | 107 | 0 |
| Mar 2022 | $8.8B | $6.9B | $1.9B | 107 | 0 |
| Oct 2021 | $8B | $6.3B | $1.7B | 105 | 0 |
| Mar 2021 | $8B | $6.3B | $1.7B | 105 | 0 |
| Jun 2020 | $7.3B | $5.7B | $1.6B | 105 | 0 |
| Mar 2020 | $7.3B | $5.7B | $1.6B | 105 | 0 |
| Aug 2019 | $3.7B | $3.1B | $557M | 109 | 0 |
| Mar 2019 | $2.8B | $2.2B | $532M | 101 | 0 |
| Oct 2018 | $2.7B | $2.2B | $534.4M | 99 | 0 |
| Jul 2018 | $2.7B | $2.2B | $534.4M | 99 | 0 |
| Mar 2018 | $2.7B | $2.2B | $534.4M | 99 | 0 |
| Sep 2017 | $2.3B | $2B | $327.1M | 92 | 700 |
| Jul 2017 | $2.3B | $2B | $327.1M | 92 | 700 |
| Mar 2017 | $2.3B | $2B | $327.1M | 92 | 700 |
| Feb 2017 | $2.1B | $1.8B | $334.4M | 62 | 700 |
| Dec 2016 | $2.1B | $1.8B | $334.4M | 62 | 700 |
| Sep 2016 | $2.1B | $1.8B | $334.4M | 40 | 700 |
| Aug 2016 | $2.1B | $1.8B | $334.4M | 40 | 700 |
| Jun 2016 | $2.1B | $1.8B | $334.4M | 40 | 700 |
| May 2016 | $1B | $719.2M | $327.9M | 9 | 26 |
| Mar 2016 | $1B | $719.2M | $327.9M | 9 | 26 |
| Sep 2015 | $1.1B | $776.1M | $338.1M | 10 | 26 |
| Jul 2015 | $1.1B | $776.1M | $338.1M | 10 | 26 |
| Mar 2015 | $1.1B | $776.1M | $338.1M | 10 | 26 |
| Mar 2014 | $2.5B | $705.4M | $1.8B | 11 | 26 |
| Oct 2013 | $2.6B | $586M | $2B | 13 | 26 |
| Mar 2013 | $2.6B | $586M | $2B | 13 | 26 |
| Mar 2012 | $4.7B | $1.6B | $3.1B | 11 | 26 |
| Apr 2011 | $4.9B | $1.6B | $3.2B | -- | -- |
| Mar 2011 | $4.4B | $1.3B | $3B | -- | -- |
| Feb 2011 | $4.4B | $1.3B | $3B | -- | -- |
| Jan 2011 | $4.4B | $1.3B | $3B | -- | -- |
| Mar 2009 | $3.4B | $998.2M | $2.4B | -- | -- |
| Apr 2007 | $4.1B | $981M | $3.1B | -- | -- |
| Mar 2007 | $4.1B | $981M | $3.1B | -- | -- |
| May 2005 | $2.8B | $719.1M | $2.1B | -- | -- |
| Jun 2004 | $2.7B | $594M | $2.1B | -- | -- |
| Mar 2004 | $2.7B | $594M | $2.1B | -- | -- |
DateNov 2025
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.7B
Employees132
Clients0
DateSep 2025
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.7B
Employees132
Clients0
DateMar 2025
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.7B
Employees132
Clients0
DateJul 2024
Total AUM$8.4B
Discretionary$6.8B
Non-Disc.$1.7B
Employees137
Clients0
DateMar 2024
Total AUM$8.4B
Discretionary$6.8B
Non-Disc.$1.7B
Employees137
Clients0
DateMar 2024
Total AUM$8.4B
Discretionary$6.8B
Non-Disc.$1.7B
Employees137
Clients0
DateJan 2024
Total AUM$7.7B
Discretionary$6.2B
Non-Disc.$1.6B
Employees117
Clients0
DateNov 2023
Total AUM$7.7B
Discretionary$6.2B
Non-Disc.$1.6B
Employees117
Clients0
DateMar 2023
Total AUM$7.7B
Discretionary$6.2B
Non-Disc.$1.6B
Employees109
Clients0
DateNov 2022
Total AUM$8.8B
Discretionary$6.9B
Non-Disc.$1.9B
Employees107
Clients0
DateMar 2022
Total AUM$8.8B
Discretionary$6.9B
Non-Disc.$1.9B
Employees107
Clients0
DateOct 2021
Total AUM$8B
Discretionary$6.3B
Non-Disc.$1.7B
Employees105
Clients0
DateMar 2021
Total AUM$8B
Discretionary$6.3B
Non-Disc.$1.7B
Employees105
Clients0
DateJun 2020
Total AUM$7.3B
Discretionary$5.7B
Non-Disc.$1.6B
Employees105
Clients0
DateMar 2020
Total AUM$7.3B
Discretionary$5.7B
Non-Disc.$1.6B
Employees105
Clients0
DateAug 2019
Total AUM$3.7B
Discretionary$3.1B
Non-Disc.$557M
Employees109
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$532M
Employees101
Clients0
DateOct 2018
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$534.4M
Employees99
Clients0
DateJul 2018
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$534.4M
Employees99
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$534.4M
Employees99
Clients0
DateSep 2017
Total AUM$2.3B
Discretionary$2B
Non-Disc.$327.1M
Employees92
Clients700
DateJul 2017
Total AUM$2.3B
Discretionary$2B
Non-Disc.$327.1M
Employees92
Clients700
DateMar 2017
Total AUM$2.3B
Discretionary$2B
Non-Disc.$327.1M
Employees92
Clients700
DateFeb 2017
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$334.4M
Employees62
Clients700
DateDec 2016
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$334.4M
Employees62
Clients700
DateSep 2016
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$334.4M
Employees40
Clients700
DateAug 2016
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$334.4M
Employees40
Clients700
DateJun 2016
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$334.4M
Employees40
Clients700
DateMay 2016
Total AUM$1B
Discretionary$719.2M
Non-Disc.$327.9M
Employees9
Clients26
DateMar 2016
Total AUM$1B
Discretionary$719.2M
Non-Disc.$327.9M
Employees9
Clients26
DateSep 2015
Total AUM$1.1B
Discretionary$776.1M
Non-Disc.$338.1M
Employees10
Clients26
DateJul 2015
Total AUM$1.1B
Discretionary$776.1M
Non-Disc.$338.1M
Employees10
Clients26
DateMar 2015
Total AUM$1.1B
Discretionary$776.1M
Non-Disc.$338.1M
Employees10
Clients26
DateMar 2014
Total AUM$2.5B
Discretionary$705.4M
Non-Disc.$1.8B
Employees11
Clients26
DateOct 2013
Total AUM$2.6B
Discretionary$586M
Non-Disc.$2B
Employees13
Clients26
DateMar 2013
Total AUM$2.6B
Discretionary$586M
Non-Disc.$2B
Employees13
Clients26
DateMar 2012
Total AUM$4.7B
Discretionary$1.6B
Non-Disc.$3.1B
Employees11
Clients26
DateApr 2011
Total AUM$4.9B
Discretionary$1.6B
Non-Disc.$3.2B
Employees--
Clients--
DateMar 2011
Total AUM$4.4B
Discretionary$1.3B
Non-Disc.$3B
Employees--
Clients--
DateFeb 2011
Total AUM$4.4B
Discretionary$1.3B
Non-Disc.$3B
Employees--
Clients--
DateJan 2011
Total AUM$4.4B
Discretionary$1.3B
Non-Disc.$3B
Employees--
Clients--
DateMar 2009
Total AUM$3.4B
Discretionary$998.2M
Non-Disc.$2.4B
Employees--
Clients--
DateApr 2007
Total AUM$4.1B
Discretionary$981M
Non-Disc.$3.1B
Employees--
Clients--
DateMar 2007
Total AUM$4.1B
Discretionary$981M
Non-Disc.$3.1B
Employees--
Clients--
DateMay 2005
Total AUM$2.8B
Discretionary$719.1M
Non-Disc.$2.1B
Employees--
Clients--
DateJun 2004
Total AUM$2.7B
Discretionary$594M
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2004
Total AUM$2.7B
Discretionary$594M
Non-Disc.$2.1B
Employees--
Clients--