Johnson Lyman Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 150150
- SEC number
- 801-70139
- Firm type
- RIA
- Assets under management
- $202.1M as of Mar 4, 2026
- Website
- jlwealth.com ↗
- Phone
- 650-494-2733
- Address
- 4966 El Camino Real, Los Altos, CA, 94022
Advisors at this firm
2 in our index · page 1 of 1
-
Robert A LymanCRD 4697601 · Los Altos, CAIA Registered
-
Rebecca Katherine LymanCRD 7609189 · San Francisco, CAIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 150150 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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