PWJOHNSON WEALTH & LEGACY, LLC

Overview

Pwjohnson Wealth & Legacy, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-for-service wealth management and financial planning for individuals, families and small institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, comprehensive financial planning and client education through seminars and workshops. Investment activity shows a clear tilt toward fixed-income, with the firm's reported asset base concentrated in state and local bonds. The adviser operates in a non-discretionary capacity across its reported assets, which means it provides advice and portfolio recommendations while clients generally retain final trading authority. Pwjohnson Wealth & Legacy uses a mix of fee arrangements—percentage of AUM, hourly billing and fixed fees—allowing flexibility for different client needs and engagement types. The firm is not an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices