A complete list of active advisors currently associated with Johnson Private Wealth Management, LLC

Warmer can help you find a great advisor at Johnson Private Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Johnson Private Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.