Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors is an SEC-registered wealth manager in Los Altos, CA with $202.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Johnson Lyman Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150150, SEC 801-70139, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $202.1M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Los Altos, CA
- Employees
- 2
- Clients
- 57
- CRD
- 150150
- Ownership
- JOHNSON, STEPHEN, DONALD; LYMAN, ROBERT, A; LYMAN, CATHERINE, C
How much AUM does Johnson Lyman Wealth Advisors have?
Johnson Lyman Wealth Advisors reported $202.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Johnson Lyman Wealth Advisors?
Disclosed owners and executives of Johnson Lyman Wealth Advisors include JOHNSON, STEPHEN, DONALD, LYMAN, ROBERT, A, LYMAN, CATHERINE, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.