Johnson Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,010,283
Clients
52
Advisors
2
of 2 employees
About
Johnson Private Wealth Management, LLC provides discretionary portfolio management and standalone financial planning to individual and high‑net‑worth clients as well as charitable organizations. The firm manages tailored Investment Policy Statements and generally works with a limited investment universe that includes mutual funds, equities, fixed income, ETFs, real estate funds, commodities and insurance products.
JPWM builds client programs around documented goals, liquidity and tax needs, and can incorporate client‑imposed restrictions such as ESG or social investing preferences; it typically seeks discretionary trading authority and uses model portfolios alongside individualized recommendations. Its analytical approach combines fundamental, technical, cyclical and quantitative analysis guided by modern portfolio theory, and it deploys both long‑term strategies and more active techniques including short‑term trading, margin, short sales and options.
Distinctive features include the firm’s explicit use of leverage, short sales and uncovered/covered options strategies—approaches that are less common among similarly sized wealth managers—and its policy that clients use a specific broker‑dealer/custodian to execute transactions. The firm also offers fixed‑fee financial planning engagements, serves a relatively small client base of about 50 households, and reports no account minimum.
Client services
Expertise
Fee options
Fixed fees for financial plans between $500 and $4,000, negotiable depending on services.
Less than $200,000 - $200,000: 1.5% $200,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 0.95% $3,000,000 - $4,000,000: 0.75% $4,000,000+: 0.65%
Financial planning services based on hourly fees (approximately 2-4 hours per service). Specific rates not stated.
Fee-only: Fixed fees for financial planning ranging from $500 to $4,000, negotiable.
Main office
1990 Main Street, Suite 750
Sarasota FL 34236
Advisors at this office
2
Most active in
Florida · Illinois
Also doing business as
Johnson Private Wealth Management, LLC · Johnson, Barbara
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John M
Series 63
Sarasota, FL
Johnson Private Wealth Management, LLC
John Machonga is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Johnson Private Wealth Management, LLC since 2015. He also has a long-standing role at Firstmerit Bank, N.A. dating back to 2012. Johnson Private Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment approach that includes fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, managing all client assets in-house and utilizing a variety of trading strategies tailored to client risk tolerances.
Barbara J
Series 66
Sarasota, FL
Johnson Private Wealth Management, LLC
Barbara Johnson is a financial advisor at Johnson Private Wealth Management, LLC in Sarasota, FL, holding a Series 66 designation with 18 years of industry experience. She has been with Johnson Private Wealth Management since 2014. Outside of her advisory role, she is the owner and manager of Willow Point Farm Hunt Club, where she oversees bookkeeping, scheduling, and contracts. Johnson Private Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment process using fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and manages all client assets in-house.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")