Pwjohnson Wealth & Legacy, LLC

Pwjohnson Wealth & Legacy, LLC (CRD# 133538) is a financial advisory firm headquartered in Los Altos, CA. They manage $55,644,163 in 209 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2051 Grant Road, Suite 240, Los Altos, CA 94024
https://www.linkedin.com/in/peterwjohnson/
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $266,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

CA

Financial Advisors at Pwjohnson Wealth & Legacy, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Harvey Bresler, financial advisor Los Altos CA
Harvey J. Bresler
CRD#: 6699983
2051 Grant Road, Suite 240, Los Altos, CA 94024

Harvey Bresler (CRD# 6699983) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 7 years of experience in the finance industry.

2
Peter Johnson, financial advisor Los Altos CA
Peter W. Johnson
CRD#: 1435611
2051 Grant Road, Suite 240, Los Altos, CA 94024

Peter Johnson (CRD# 1435611) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 36 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals