SourcingSourcing

JOHNSON WEALTH INC.

C27
CRD 125557·SEC 801-61862·MILWAUKEE, WI
AUM
$10.35B
$1B+
Est. Revenue
$103.5M
@ 1% on AUM
Est. EBITDA
$31.0M
@ 30% margin
Est. Deal Value
$248.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOHNSON WEALTH INC.
CRD
125557
SEC file #
801-61862
EIN
391629756
DBA names
—

Economics

AUM
$10.35B
AUM band
$1B+
AUM trajectory
'20'26
$3.69B → $10.35B▲ +180%
Client mix
Individuals High Net Worth2,058
Individuals Other180
Corporations107
Charitable Organizations36
Pension Profit Sharing Plans26

Operations

Employees (total)
142
Advisory staff (per ADV)
71
Advisory staff (5-yr trend)
'20'26
57 advisors → 71 advisors▲ +25%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
johnsonfinancialgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHNSON FINANCIAL GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
JOHNSON FINANCIAL GROUP, INC.
PIERCE, JEFFREY, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JOHNSONFINANCIALGROUP.COM
Rdap Domain Creation Date
2003-07-21T03:35:08Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Participants
5,437
Form 5500 Total Compensation
305,339
Form 5500 Compensation Trajectory 3y
2025305,339
20240
Form 5500 Plan Count Trajectory 3y
20245
20255
Schedule C Total Compensation
305,339
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Cik
0001477024
Edgar Registered
Yes
Edgar Filing Count
84
Edgar First Filing Date
2009-11-18
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
69
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0000892712-26-000234
Edgar Form D Count
1
Edgar Form D Offerings
2009-11-182009-11-18 · 0001042167-09-000195

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Lpl Financial7
Pershing4
E*trade4
Edgar Addresses
Mailing
555 MAIN STREETRACINE, WI 53403
Business
555 MAIN STREETRACINE, WI 53403
Edgar EIN
391629756
Edgar Recent Filings
13F-HR2026-05-07 · 0000892712-26-000234
SCHEDULE 13G/A2026-02-13 · 0000892712-26-000096
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-21T03:35:08Z
Rdap Domain Last Changed
2025-06-21T04:01:52Z
Rdap Nameservers
Art.ns.cloudflare.comRose.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (57)

57
Ceci, Dominic, Paul
IAR · Executive Officer · 2.5%
7531466
PIERCE, JEFFREY, LAWRENCE
Executive Officer · 2.5%
6105421
BELLMER, ADAM, STEVEN
Executive Officer · 2.5%
5585459
BLONSKI, JEFF
Executive Officer · 2.5%
8193386
BRUNNER, DANIEL, J.
Executive Officer · 2.5%
7038018
LEHMANN, RONALD, EDWARD
Executive Officer · 2.5%
2842307
PAVLIK, BENJAMIN, THOMAS
Executive Officer · 2.5%
5860396
Shurn, Bryant
Executive Officer · 2.5%
4601168
ANITA HELEN RESCH
IAR
2690016
JOSEPH MICHAEL MAIER
IAR
4487126
BRIAN ANTHONY SCHAEFER
IAR
2796012
KYLE JAMES TRIPP
IAR
2802760
DAVID PETER DAUCHY
IAR
1759674
ERIC - BERNAL
IAR
4201389
ERIC STEPHEN ZWICKY
IAR
4730843
Adam Philip Stern
IAR
8013226
Susan Baran
IAR
8007747
Damir Hadzalic
IAR
6980239
Anisa Dunn
IAR
7013805
Kent Dean Demien
IAR
6899198
ROBERT TYLER MOSLEY
IAR
7191774
KARLA K. LOSEY
IAR
4674510
ERIC JOHN TROUSIL
IAR
5245595
GUERIN, JOSEPH, ROBERT
IAR
5604479
CANDICE M BAKER
IAR
5224067
Julie S. Grosso
IAR
6773857
Breton Almstedt
IAR
7977413
TIMOTHY JOHN FOHT
IAR
1925916
MICHAEL PAUL COX
IAR
2440775
JEFFREY J BUDZISZ
IAR
2447344
RONALD CHARLES ALBERTS
IAR
1574689
JOEL LYNN BAILEY
IAR
3052755
NICOLE ANN GENIESSE
IAR
3063544
ANNETTE ELIZABETH HELLMER
IAR
2708921
JILL MARIE SPIELMANN CARTER
IAR
5139243
JASON DOUGLAS HERRIED
IAR
3019745
ARNOLD HELMUT PRESSER
IAR
2306604
Michael Kelly Miller
IAR
8097859
BRETT ANDREW STAALAND
IAR
4394353
JONATHAN HENSHUE
IAR
6548638
Kenneth Ray Bellinger
IAR
7689987
Noah James Recker
IAR
6940612
Tyler Jensen
IAR
7737238
KEVIN MICHAEL TYDRICK
IAR
4639069
DAVID ANTHONY MCEVOY
IAR
3170796
Justin Landreman
IAR
7992713
KATHY ANN CISZEWSKI
IAR
4044466
Kelly Lou Mould
IAR
6739212
BRADLEY DAVID MAZOLA
IAR
2844085
JUSTIN D DAHL
IAR
4380078
Claire Renee Wordell
IAR
7094492
BROC DONAVON BERGE
IAR
4112905
Shane Thomas Olson
IAR
8097872
Jacqueline Ruppel
IAR
8229531
ALEX G PUDLO
IAR
6006061
Kelsey M. Ellsworth
IAR
7127323
Alexander John Stemberger
IAR
7137909