# Johnson O'Connor Wealth Management

> Johnson O'Connor Wealth Management is a state-registered investment advisory firm in Wakefield, MA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 285759
- Filed as: JOHNSON O'CONNOR WEALTH MANAGEMENT
- Legal name: Johnson O'Connor Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wakefield, MA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285759
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-o-connor-wealth-management-wakefield-ma-285759

## Quick answers

**How is Johnson O'Connor Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Johnson O'Connor Wealth Management reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Johnson O'Connor Wealth Management located?**
Johnson O'Connor Wealth Management's principal office is in Wakefield, MA, according to its Form ADV.

**Is Johnson O'Connor Wealth Management registered with the SEC or a state?**
Johnson O'Connor Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285759.

**What types of clients does Johnson O'Connor Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); pension and profit sharing plans (but not the plan participants or government pension plans) (24); high net worth individuals (14).

**Does Johnson O'Connor Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285759

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $0 |
| High net worth individuals | 14 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- johnsonoconnor.com/service/wealth-management
- jowealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson O'Connor Wealth Management (CRD 285759): Form ADV filing data as of October 2026.