JOHNSON WEALTH MANAGEMENT, LLC
CRD #306504 SEC #801-118126 PHOENIX, AZ 480-385-7399
SEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
Employees
10
Clients
1
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $6.2M | $6.2M | $0 | 10 | 0 |
| Apr 2023 | $6.2M | $6.2M | $0 | 10 | 0 |
| Mar 2023 | $6.2M | $6.2M | $0 | 10 | 0 |
| Mar 2023 | $6.2M | $6.2M | $0 | 10 | 0 |
| May 2022 | $4.9M | $4.9M | $0 | 5 | 0 |
| Mar 2022 | $4.9M | $4.9M | $0 | 5 | 0 |
| Nov 2021 | $2.8M | $2.8M | $0 | 3 | 0 |
| May 2021 | $2.8M | $2.8M | $0 | 3 | 0 |
| Jan 2021 | $2.8M | $2.8M | $0 | 3 | 0 |
| Nov 2020 | $0 | $0 | $0 | 3 | 0 |
| Jul 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| May 2020 | $0 | $0 | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
DateSep 2023
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2023
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$4.9M
Discretionary$4.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$4.9M
Discretionary$4.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0