JOHNSON LYMAN, INC.
Legal name: JOHNSON LYMAN WEALTH ADVISORS
CRD #150150 SEC #801-70139 LOS ALTOS, CA 650-494-2733
SEC Registered
Total AUM
$168.1M
Discretionary
$157.6M
Employees
2
Clients
51
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.1M | $157.6M | $10.6M | 2 | 1 |
| Mar 2025 | $168.1M | $157.6M | $10.6M | 2 | 1 |
| Feb 2024 | $152.9M | $144.8M | $8.1M | 2 | 0 |
| Sep 2023 | $134.9M | $128.2M | $6.6M | 2 | 0 |
| Mar 2023 | $134.9M | $128.2M | $6.6M | 2 | 0 |
| Mar 2022 | $146.4M | $139.4M | $7M | 2 | 0 |
| Mar 2021 | $124.7M | $119.1M | $5.6M | 3 | 0 |
| Oct 2020 | $109.4M | $104.6M | $4.8M | 3 | 1 |
| Jun 2020 | $109.4M | $104.6M | $4.8M | 3 | 1 |
| Mar 2020 | $109.4M | $104.6M | $4.8M | 3 | 1 |
| Jul 2019 | $183.1M | $179.7M | $3.4M | 3 | 3 |
| Mar 2019 | $183.1M | $179.7M | $3.4M | 5 | 3 |
| Mar 2018 | $195.8M | $192.5M | $3.3M | 5 | 2 |
| Mar 2017 | $183.5M | $183.5M | $0 | 6 | 100 |
| Mar 2016 | $178.5M | $178.5M | $0 | 6 | 100 |
| Jul 2015 | $187M | $187M | $0 | 6 | 100 |
| Jun 2015 | $187M | $187M | $0 | 6 | 100 |
| Mar 2015 | $187M | $187M | $0 | 6 | 100 |
| Jul 2014 | $187.4M | $187.4M | $0 | 6 | 100 |
| Mar 2014 | $178.9M | $178.9M | $0 | 6 | 100 |
| Apr 2013 | $148.8M | $148.8M | $0 | 7 | 100 |
| Apr 2012 | $138M | $138M | $0 | 1 | 200 |
| Apr 2011 | $139.8M | $139.8M | $0 | 5 | -- |
| Mar 2010 | $133.8M | $133.8M | $0 | 5 | -- |
| Apr 2009 | $108.4M | $108.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$168.1M
Discretionary$157.6M
Non-Disc.$10.6M
Employees2
Clients1
DateMar 2025
Total AUM$168.1M
Discretionary$157.6M
Non-Disc.$10.6M
Employees2
Clients1
DateFeb 2024
Total AUM$152.9M
Discretionary$144.8M
Non-Disc.$8.1M
Employees2
Clients0
DateSep 2023
Total AUM$134.9M
Discretionary$128.2M
Non-Disc.$6.6M
Employees2
Clients0
DateMar 2023
Total AUM$134.9M
Discretionary$128.2M
Non-Disc.$6.6M
Employees2
Clients0
DateMar 2022
Total AUM$146.4M
Discretionary$139.4M
Non-Disc.$7M
Employees2
Clients0
DateMar 2021
Total AUM$124.7M
Discretionary$119.1M
Non-Disc.$5.6M
Employees3
Clients0
DateOct 2020
Total AUM$109.4M
Discretionary$104.6M
Non-Disc.$4.8M
Employees3
Clients1
DateJun 2020
Total AUM$109.4M
Discretionary$104.6M
Non-Disc.$4.8M
Employees3
Clients1
DateMar 2020
Total AUM$109.4M
Discretionary$104.6M
Non-Disc.$4.8M
Employees3
Clients1
DateJul 2019
Total AUM$183.1M
Discretionary$179.7M
Non-Disc.$3.4M
Employees3
Clients3
DateMar 2019
Total AUM$183.1M
Discretionary$179.7M
Non-Disc.$3.4M
Employees5
Clients3
DateMar 2018
Total AUM$195.8M
Discretionary$192.5M
Non-Disc.$3.3M
Employees5
Clients2
DateMar 2017
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees6
Clients100
DateJul 2015
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees6
Clients100
DateJun 2015
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees6
Clients100
DateJul 2014
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees6
Clients100
DateApr 2013
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees7
Clients100
DateApr 2012
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients--