Johnson Lyman Wealth Advisors

Johnson Lyman Wealth Advisors (CRD# 150150) is a financial advisory firm headquartered in Los Altos, CA. They manage $152,872,642 in 238 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4966 El Camino Real, Suite 109, Los Altos, CA 94022
https://jlwealth.com
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $642,322
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Johnson Lyman Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert Lyman, financial advisor Los Altos CA
Robert A. Lyman
CRD#: 4697601
4966 El Camino Real, Suite 109, Los Altos, CA 94022

Robert Lyman (CRD# 4697601) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 20 years of experience in the finance industry.

2
Rebecca Lyman, financial advisor Los Altos CA
Rebecca K. Lyman
CRD#: 7609189
4966 El Camino Real, Suite 109, Los Altos, CA 94022

Rebecca Lyman (CRD# 7609189) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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