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
Johnson Private Wealth Management, LLC
By the Numbers
-
Total Assets Under Management30MILLION
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Total Number of Accounts125ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL
Financial Advisors at Johnson Private Wealth Management, LLC
1
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 (CRD# 1144638) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Sarasota, FL and has over 40 years of experience in the finance industry.
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