# Johnson Wealth Management, LLC
Source: https://planprovider.pro/provider/johnson-wealth-management-llc

> Across the Phoenix metro and Northern California’s Redwood Coast, Johnson Wealth Management, LLC advises individuals, high-net-worth clients, and small busin…

Retirement Plan Advisor

Buckeye, AZ

## 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/](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|

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