Johnson Private Wealth Management, LLC

Johnson Private Wealth Management, LLC (CRD# 169413) is a financial advisory firm headquartered in , . They manage $16,000,000 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $484,848
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
John A. Machonga
CRD#: 1144638
Chicago, IL
96
Wealthminder
score

John Machonga (CRD# 1144638) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Chicago, IL and has over 32 years of experience in the finance industry. John Machonga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barbara A. Johnson
CRD#: 5335198
Chicago, IL
93
Wealthminder
score

Barbara Johnson (CRD# 5335198) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

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