Dakota
Dakota
Book a Demo
Talk to an Expert

Johnson Lyman Wealth Advisors

EST. AUM
$202,117,904

CONTACTS
3

CLIENT ACCOUNTS
57

Firm Details

Metro area San Francisco
CRD Number 150150
Website jlwealth.com
Client types

Overview

They are an independent boutique financial advisory firm in Los Altos, California. They provide Wealth Management services, which include investment management and personalized financial advice to those planning for retirement or financial independence. They serve clients predominately in the California Bay Area, but also serve clients located across the United States.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy