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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| JOHNSON, STEPHEN, DONALD | I | DIRECTOR, CHAIRMAN | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, CATHERINE, C | I | DIRECTOR | NA | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, STEPHEN, DONALD | I | SHAREHOLDER, DIRECTOR, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, STEPHEN, DONALD | I | SHAREHOLDER, DIRECTOR, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, STEPHEN, DONALD | I | SHAREHOLDER, DIRECTOR, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, STEPHEN, DONALD | I | SHAREHOLDER, DIRECTOR, CHAIRMAN & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, STEPHEN, DONALD | I | SHAREHOLDER, DIRECTOR, PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, STEPHEN, DONALD | I | SHAREHOLDER, DIRECTOR, CHAIRMAN & CHIEF COMPLIANCE OFFICER | D | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, DIRECTOR & CHIEF FINANCIAL OFFICER | D | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, DIRECTOR & CHIEF FINANCIAL OFFICER | D | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, DIRECTOR & CHIEF FINANCIAL OFFICER | D | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, DIRECTOR & PRESIDENT | D | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, DIRECTOR & CHIEF FINANCIAL OFFICER | D | Control |
| LYMAN, ROBERT, A | I | SHAREHOLDER, DIRECTOR & PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (1)
CA
Address
4966 EL CAMINO REALSUITE 109
LOS ALTOS, CA 94022
United States
Phone: 650-494-2733