Johnson Private Wealth Management, LLC

Johnson Private Wealth Management, LLC (CRD# 169413) is a financial advisory firm headquartered in Sarasota, FL. They manage $30,088,566 in 125 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
33 S. Gulfstream Avenue, #804, Sarasota, FL 34236
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $240,709
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Johnson Private Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barbara Johnson, financial advisor Sarasota FL
Barbara A. Johnson
CRD#: 5335198
33 S. Gulfstream Avenue, #804, Sarasota, FL 34236

Barbara Johnson (CRD# 5335198) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Sarasota, FL and has over 16 years of experience in the finance industry.

2
John Machonga, financial advisor Sarasota FL
John A. Machonga
CRD#: 1144638
33 S. Gulfstream Avenue, #804, Sarasota, FL 34236

John Machonga (CRD# 1144638) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Sarasota, FL and has over 39 years 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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