Johnson Wealth Inc.

Johnson Wealth is an SEC‑registered investment adviser and a wholly owned subsidiary of Johnson Financial Group that advises roughly $10.35 billion in client assets for high‑net‑worth individuals, families, trusts, foundations, endowments, not‑for‑profits, business and government entities, and other investment advisers including its affiliate Johnson Bank. The firm provides discretionary and non‑discretionary portfolio management, financial planning, retirement consulting, a specialized pre‑retirement Pilot Program for airline pilots, and curated access to private investments via a third‑party technology platform.

The firm’s investment approach is long‑term and purpose‑driven, centered on asset allocation, model portfolios, and manager selection informed by a combination of qualitative analysis (the “4 Ps”) and a multivariate quantitative scoring methodology; Johnson Wealth reported approximately $8.5 billion in discretionary assets and $1.9 billion in non‑discretionary assets as of December 31, 2025. Implementation commonly uses third‑party Program Administrator platforms and external Managers, with internal oversight from an Investment Research Team that reviews manager due diligence, trade aggregation, and portfolio reallocation practices.

Noteworthy differences from many peers include its affiliation with Johnson Bank—Johnson Wealth provides subadvisory services for the bank’s wealth and retirement plan clients, shares infrastructure and personnel, and participates in referral arrangements—which the firm discloses and manages through formal policies and oversight committees. The firm also accepts other investment adviser clients, manages employee and proprietary accounts alongside client accounts, and offers niche employer‑plan solutions (including discretionary management within 401(k) brokerage windows), all of which are governed by its Code of Ethics and trade allocation procedures.