# Pwjohnson Wealth & Legacy, LLC

> Pwjohnson Wealth & Legacy, LLC is a state-registered investment advisory firm in Los Altos, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 133538
- Filed as: PWJOHNSON WEALTH & LEGACY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Altos, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133538
- AdvisorCensus page: https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538

## Quick answers

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

**Where is Pwjohnson Wealth & Legacy, LLC located?**
Pwjohnson Wealth & Legacy, LLC's principal office is in Los Altos, CA, according to its Form ADV.

**Is Pwjohnson Wealth & Legacy, LLC registered with the SEC or a state?**
Pwjohnson Wealth & Legacy, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 133538.

**How much does Pwjohnson Wealth & Legacy, LLC manage?**
Pwjohnson Wealth & Legacy, LLC reports $62,486,257 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Pwjohnson Wealth & Legacy, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (26); charitable organizations (1).

**Does Pwjohnson Wealth & Legacy, 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/133538

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,486,257
- Discretionary: $0
- Non-discretionary: $62,486,257

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $10,755,571 |
| High net worth individuals | 27 | $48,771,653 |
| Charitable organizations | 1 | $2,959,033 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pwjohnson.com
- LinkedIn @PETERWJOHNSON

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pwjohnson Wealth & Legacy, LLC (CRD 133538): Form ADV filing data as of October 2026.