La Jolla Institute for Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
La Jolla Institute for Wealth Management is an independent registered investment adviser that provides personalized financial planning and portfolio management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and small businesses. The firm offers services such as cash‑flow and education planning, insurance review, estate planning guidance, and ongoing investment management for a compact client base and roughly $45 million in assets under management.
The firm typically documents client objectives with written Investment Policy Statements and manages balanced portfolios that generally target a roughly 40–60% equity allocation with the remainder in bonds and cash, using a core‑and‑satellite approach (passive index/ETF cores plus selective active funds). LJIWM generally operates on a non‑commission, asset‑based fee model, may recommend third‑party managed solutions (AssetMark’s Morningstar Managed Portfolios are included in client AUM but the firm does not receive MMP program fees), and commonly recommends custodians such as Schwab Institutional for execution and custody.
Noteworthy distinctions include an affiliation with a separate insurance brokerage owned by the firm’s principal that sells life, health and annuity products and receives commissions; this arrangement is disclosed in the brochure as a potential conflict of interest. The firm is small and tightly staffed, and several advisors engage in outside non‑advisory business activities (for example, property management and private business interests), which are disclosed and may present additional conflicts that clients are asked to consider.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: Up to 1% per annum (negotiable, minimum fee applies)
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000, negotiable Fee-only: Fees based on percentage of assets under management, no commissions accepted
Main office
7946 Ivanhoe Avenue, Suite 214
La Jolla CA 92037-4517
Advisors at this office
3
Most active in
California
Also doing business as
La Jolla Institute For Wealth Management · Martin S Johnson Inc · Martin S. Johnson, Inc. · Professional Planning Counsel, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Martin J
Series 63
La Jolla, CA
La Jolla Institute for Wealth Management
Martin Johnson is a financial advisor with La Jolla Institute for Wealth Management, holding a Series 63 designation and 14 years of industry experience. He has operated Martin S. Johnson Inc., a life and health insurance agency, since 1993, serving as its president and licensed agent. Johnson has been with La Jolla Institute for Wealth Management since 1992. La Jolla Institute for Wealth Management provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite, strategic asset allocation approach using passive index funds and ETFs combined with selective active managers, managing approximately $41.9 million across a small client base.
Erik J
Series 65
La Jolla, CA
La Jolla Institute for Wealth Management
Erik Johnson is a financial advisor with La Jolla Institute for Wealth Management, holding a Series 65 designation and 14 years of industry experience. He has been with La Jolla Institute since 2011 and has operated his own advisory practice since 1999. Outside of financial advising, he is involved in product sales and marketing. La Jolla Institute for Wealth Management provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite strategic asset allocation approach with globally diversified portfolios and operates on a non-discretionary basis.
Aiden J
Series 65
La Jolla, CA
La Jolla Institute for Wealth Management
Aiden Johnson is a financial advisor at La Jolla Institute for Wealth Management with a Series 65 credential and two years of industry experience. He is also involved with Adventures in CRE and has been associated with La Jolla High School for over a decade. La Jolla Institute for Wealth Management provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $41.9 million using a core-and-satellite, strategic asset allocation approach with an emphasis on globally diversified portfolios.
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