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Johnson Private Wealth Management, LLC

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Client assets under management

$34,010,283

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Clients

52

33% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

26

Low

Average account size

$654,044

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

Financial planning Portfolio management

Expertise

Options & derivatives strategies ESG / Sustainable investing College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting

Fee options

Fixed

Fixed fees for financial plans between $500 and $4,000, negotiable depending on services.

Percentage

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%

Project-based

Financial planning services based on hourly fees (approximately 2-4 hours per service). Specific rates not stated.

Other

Fee-only: Fixed fees for financial planning ranging from $500 to $4,000, negotiable.

Main office location

Johnson Private Wealth Management, LLC

1990 Main Street, Suite 750

Sarasota FL 34236, United States

Number of offices

2

Most active in

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Florida · Illinois

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure

Quick links

847-980-7746

Advisors at this firm

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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.

Options & derivatives strategies ESG / Sustainable investing College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
user avatar

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.

Options & derivatives strategies ESG / Sustainable investing College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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