Key facts
- WILLIS JOHNSON WEALTH is a other based in HOUSTON, TX.
- WILLIS JOHNSON WEALTH reports $2.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 119759- Regulatory AUM
- $2.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 41
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WILLIS JOHNSON & ASSOCIATES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WILLIS JOHNSON WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WILLIS JOHNSON WEALTH's AUM?
- WILLIS JOHNSON WEALTH manages approximately $2.0M in assets.