Willis Johnson Wealth
Houston, TX·SEC-registered · CRD #119759
Willis Johnson Wealth is an SEC-registered investment advisory firm in Houston, TX managing $1.9B across 2.9k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.9B
Client accounts
2.9k
Advisory staff
21
Fee model
Fee-based
How Willis Johnson Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Willis Johnson Wealth
How much does Willis Johnson Wealth manage?
Per its most recent SEC Form ADV filing (04/16/2026), Willis Johnson Wealth reports $1.9B in regulatory assets under management across roughly 2.9k client accounts.
How does Willis Johnson Wealth charge?
Willis Johnson Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Willis Johnson Wealth a fiduciary?
Yes. Willis Johnson Wealth is registered with the U.S. Securities and Exchange Commission (CRD #119759), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Willis Johnson Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Willis Johnson Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Willis Johnson Wealth's public SEC Form ADV filing (CRD #119759, filed 04/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Willis Johnson Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Willis Johnson Wealth? Claim this profile.