Johnson Wealth Management, Llc
- Regulatory AUM
- $323M
- Discretionary
- $323M
- Clients
- 169
- Avg AUM / client
- $1.9M
- Accounts
- 596
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $25.3M | 7.83% |
| High net worth individuals | 99 | $273M | 84.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $10.2M | 3.15% |
| Charitable organizations | Fewer than 5 clients | $15.1M | 4.66% |
| Corporations and other businesses | Fewer than 5 clients | $2.0K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Teamsters Union No. 142 Pension Fund Trustees Of Teamsters Union No. 142 Pension Fund | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derrick Peter Johnson | Member | CFP | Aug 2002 (24y) | 75% or more |
| James Peter Mortenson | Registered representative | CFP Chartered Financial Consultant | Oct 2023 (3y) | |
| Cole Wigestrand | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Teamsters Union No. 142 Pension Fund | Trustees Of Teamsters Union No. 142 Pension Fund | 2,035 | $639M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $300M (93% of AUM) Jul 2026
- Mg Trust Company $16.1M (9% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗