JOHNSON PRIVATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 169413
- Website
- www.johnsonpwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.49%
- Individuals23.57%
- Pension & Profit Sharing Plans8.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Johnson Private Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets and fixed-fee engagements. The adviser identifies as an active ESG investor and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- US Government Bonds32%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents2%
Contacts
2 of 2JOHN MACHONGA
Director of Financial PlanningCRD 1144638
BARBARA JOHNSON
President & Managing DirectorCRD 5335198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 1990 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BEQUEST CAPITAL LLC
RIASARASOTA, FL
BROAD REACH WEALTH MANAGEMENT, LLC
RIASARASOTA, FL
PLATINUM PLANNING, INC.
RIASARASOTA, FL
SWAN RETIREMENT STRATEGIES
RIASARASOTA, FL
COUTURE FINANCIAL INC.
RIASARASOTA, FL
CLARITY FINANCIAL DESIGN
RIASARASOTA, FL