Johnson Financial Advisors
Johnson Financial Advisors is an SEC-registered wealth manager in Tempe, AZ with $301.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Johnson Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104621, SEC 801-113449, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $301.0M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Tempe, AZ
- Employees
- 5
- Clients
- 297
- CRD
- 104621
- Ownership
- JOHNSON, PHILIP, OTHO; JOHNSON, LYNN, TAYLOR; JOHNSON, MARCUS, F.
How much AUM does Johnson Financial Advisors have?
Johnson Financial Advisors reported $301.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Johnson Financial Advisors?
Disclosed owners and executives of Johnson Financial Advisors include JOHNSON, PHILIP, OTHO, JOHNSON, LYNN, TAYLOR, JOHNSON, MARCUS, F.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.