Investment adviser · CRD 133538

PWJOHNSON WEALTH MANAGEMENT

Investment adviser filing (IA)

PETER WILLIAM JOHNSON, JR.

SUNNYVALE, CA, United States · Form ADV filed Jun 20, 2012

Regulatory AUM
$45.5M
Form ADV · Item 5.F
Client accounts
59
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1153 BORDEAUX DRIVE, SUITE 109
SUNNYVALE, CA, 94089, United States

CRD 133538

Filing source

Form ADV 654374 · Jun 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.