About Johnson Wealth Management, LLC
<p>Across the Phoenix metro and Northern California’s Redwood Coast, Johnson Wealth Management, LLC advises individuals, high-net-worth clients, and small business owners on investments and retirement planning. Founded in 2017, the firm has offices in Buckeye, Arizona and Fortuna, California.</p> <p>Johnson Wealth Management provides financial planning, portfolio management, and pension consulting, including acting as a 3(21) co-fiduciary for employer retirement plans. As of 2026, the firm reports $0.3B in assets under management.</p> <p>Clients can request a free portfolio risk analysis, and the team publishes articles with market updates, personal finance topics, and investing basics. A practical focus on education and transparency helps clients understand the tradeoffs behind each recommendation.</p> <p>What sets the firm apart is its mix of hands-on planning support and a 3(21) advisory role for plan sponsors, paired with ongoing investor education.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for individuals and business owners</li> <li>3(21) fiduciary support for employer retirement plans</li> <li>Financial planning and pension consulting</li> <li>Portfolio management aligned to risk tolerance and goals</li> <li>Free portfolio risk analysis and educational articles</li> </ul>
Website: https://www.jwealth.co/
Founded: 2017
Office Locations
- Buckeye, AZ
- Fortuna, CA
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $256.9M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | UNITED AIRLINES, INC., IL | $16.8B | 17,444 |
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | SOUTHWEST AIRLINES COMPANY, TX | $11.6B | 11,679 |