WILLIS JOHNSON WEALTH
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 119759
- Registered since
- February 9, 2006
- Website
- www.wjohnsonassociates.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.67%
- HNWI39.07%
- Corporations / Businesses0.16%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Willis Johnson Wealth is an independent registered investment adviser organized as a corporation and operating since 2006. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include assets-under-management charges and fixed fees. Willis Johnson Wealth does not identify as an ESG investor and is not structured as a multi-state or related adviser. The firm earned industry recognition in 2020, appearing on Financial Times’ Top 300 RIA firms list and on FA Magazine’s Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds91%
- Exchange Traded Equities3%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1WILLIS JOHNSON
CEOCRD 1146229
Contacts
3 of 26Abrin Berkemeyer
Sr. Wealth ManagerCRD 6858107
TYLER LEAL
Wealth ManagerCRD 7361391
Adrian Gomez
Director of OperationsCRD 7638754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$2.3B in ETFs
99%
$2.2B
1%
$24.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $343M | 6,067,330 | 15.25% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 5847 San Felipe St
- Time zone
- CT (UTC-6)
- Office locations
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