# Willis Johnson Wealth

> Willis Johnson Wealth is an SEC-registered investment advisory firm in Houston, TX, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 119759
- Filed as: WILLIS JOHNSON WEALTH
- Legal name: Willis Johnson Wealth, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119759
- AdvisorCensus page: https://advisorcensus.com/firm/willis-johnson-wealth-houston-tx-119759

## Quick answers

**How is Willis Johnson Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Willis Johnson Wealth 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 Willis Johnson Wealth located?**
Willis Johnson Wealth's principal office is in Houston, TX, according to its Form ADV.

**Is Willis Johnson Wealth registered with the SEC or a state?**
Willis Johnson Wealth is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 119759.

**How much does Willis Johnson Wealth manage?**
Willis Johnson Wealth reports $1,851,891,503 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (95% discretionary).

**How have Willis Johnson Wealth's assets and staff changed since 2021?**
In the Form ADV data for Willis Johnson Wealth: Regulatory assets under management: $721,941,379 in the October 2021 data and $1,851,891,503 in the October 2026 data, up 157%. Total employees: 18 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Willis Johnson Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (486); high net worth individuals (92).

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

**Does Willis Johnson Wealth 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/119759

**What changed in Willis Johnson Wealth's recent Form ADV filings?**
In the September 2026 filing data: Changed its legal name from Willis Johnson & Associates, Inc. to Willis Johnson Wealth, Inc.. Registered or notice-filed in AL, CO.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $1,851,891,503
- Discretionary: $1,763,700,424
- Non-discretionary: $88,191,079

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 486 | $1,123,524,912 |
| High net worth individuals | 92 | $723,466,645 |
| 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) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,887,762 |
| 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 | Fewer than 5 | $3,012,184 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 41 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, CA, CO, FL, IL, LA, MA, NE, NV, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wjohnsonassociates.com](https://wjohnsonassociates.com)
- [wjohnsonwealth.com](https://wjohnsonwealth.com)
- Facebook @WillisJohnsonWealth
- Instagram @willisjohnsonwealth
- LinkedIn @willis-johnson-&-associates
- YouTube @UCNb2n1axapDAWuVtEVE0yrw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $721,941,379 | 18 | August 19, 2021 |
| October 2022 | $914,867,578 | 28 | September 27, 2022 |
| October 2023 | $894,228,404 | 28 | July 6, 2023 |
| October 2024 | $1,167,580,704 | 33 | August 9, 2024 |
| October 2025 | $1,419,970,309 | 36 | March 27, 2025 |
| October 2026 | $1,851,891,503 | 41 | August 20, 2026 |

Regulatory assets under management: $721,941,379 in the October 2021 data and $1,851,891,503 in the October 2026 data, up 157%.
Total employees: 18 in October 2021 and 41 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Changed its legal name from Willis Johnson & Associates, Inc. to Willis Johnson Wealth, Inc..
- Registered or notice-filed in AL, CO.

### April 2026
- Employees performing advisory functions went from 16 to 21.
- Regulatory assets under management went from $1,419,970,309 to $1,851,891,503 (+30%).

### February 2026
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willis Johnson Wealth (CRD 119759): Form ADV filing data as of October 2026.