# Johnson Wealth Management, LLC

> Johnson Wealth Management, LLC is an SEC-registered investment advisory firm in Grand Forks, ND, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 123105
- Filed as: JOHNSON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Forks, ND
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123105
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-wealth-management-llc-grand-forks-nd-123105

## Quick answers

**How is Johnson Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Johnson Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Johnson Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated July 29, 2026 states: Hourly rate: $225 an hour (financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Johnson Wealth Management, LLC located?**
Johnson Wealth Management, LLC's principal office is in Grand Forks, ND, according to its Form ADV.

**Is Johnson Wealth Management, LLC registered with the SEC or a state?**
Johnson Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 123105.

**How much does Johnson Wealth Management, LLC manage?**
Johnson Wealth Management, LLC reports $323,371,310 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**How have Johnson Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Johnson Wealth Management, LLC: Regulatory assets under management: $165,641,268 in the October 2021 data and $323,371,310 in the October 2026 data, up 95%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Johnson Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (70).

**Which custodians does Johnson Wealth Management, LLC use?**
Johnson Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Johnson 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 SEC record: https://adviserinfo.sec.gov/firm/summary/123105

**What changed in Johnson Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $256,889,061 to $323,371,310 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Hourly rate: $225 an hour (financial plan)

> The fee for a financial plan is based on the time required to complete and present the plan to the client. The current hourly rate is $225.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $323,371,310
- Discretionary: $323,371,310
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $25,325,888 |
| High net worth individuals | 99 | $272,762,245 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,199,241 |
| Charitable organizations | Fewer than 5 | $15,081,897 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,039 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,641,268 | 1 | June 23, 2021 |
| October 2022 | $187,163,074 | 1 | March 4, 2022 |
| October 2023 | $169,427,001 | 1 | September 5, 2023 |
| October 2024 | $196,859,975 | 2 | March 21, 2024 |
| October 2025 | $256,889,061 | 2 | February 12, 2025 |
| October 2026 | $323,371,310 | 2 | July 29, 2026 |

Regulatory assets under management: $165,641,268 in the October 2021 data and $323,371,310 in the October 2026 data, up 95%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $256,889,061 to $323,371,310 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson Wealth Management, LLC (CRD 123105): Form ADV filing data as of October 2026.