84
Growth Score
pts
Heat Score
49 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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213743
A Houston-based, fee-only fiduciary wealth management firm specializing in corporate executives and energy professionals.
- Nick Johnson: CEO and CIOPast Role: Willis Johnson Wealth, President and CIO
- Willis Johnson: Executive ChairmanPast Role: Willis Johnson Wealth, CEO
About the Company
Willis Johnson Wealth is a wealth management firm that provides comprehensive financial planning, investment management, and integrated tax services. With a deep specialization in the complex benefits and compensation packages of professionals at major energy companies like Shell, BP, and Chevron, the firm employs a team-based approach consisting
of CFPs, CFAs, and CPAs. Operating as a fiduciary with over $1.9 billion in assets under management (as of late 2025/early 2026), the firm focuses on "making the complex simple" through proactive advice and objective, commission-free guidance.
