# Johnson Private Wealth Management, LLC

> Johnson Private Wealth Management, LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 169413
- Filed as: JOHNSON PRIVATE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169413
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413

## Quick answers

**How is Johnson Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Johnson Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Johnson Private Wealth Management, LLC located?**
Johnson Private Wealth Management, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Johnson Private Wealth Management, LLC registered with the SEC or a state?**
Johnson Private Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169413.

**How much does Johnson Private Wealth Management, LLC manage?**
Johnson Private Wealth Management, LLC reports $37,348,234 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (91% discretionary).

**What types of clients does Johnson Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (17); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Johnson Private Wealth Management, LLC 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/169413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,348,234
- Discretionary: $34,010,283
- Non-discretionary: $3,337,951

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $8,803,210 |
| High net worth individuals | 17 | $25,207,073 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,337,951 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson Private Wealth Management, LLC (CRD 169413): Form ADV filing data as of October 2026.