Invested Better
Unclaimed

Unclaimed

Unclaimed

Wayne R Johnson

Tactivest, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wayne? Claim Your Profile

About Wayne R Johnson

Wayne Johnson is a registered Investment Advisor Representative with Tactivest, LLC. Wayne has been in the industry since May 2010. Wayne specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Wayne is also a 75% shareholder of, and an attorney employed by, Wayne R. Johnson & Associates, PLC, a law firm located in Beverly Hills, CA. The firm specializes in areas of wealth and estate planning, tax planning, and compliance.

Firm Information

Wayne Johnson is currently registered with Tactivest, LLC. Tactivest, LLC is an investment advisor headquartered in . The firm primarily serves individuals, corporations, and charitable organizations. Tactivest, LLC manages approximately $128,515,751 in regulatory assets under management across 576 accounts. The firm offers financial planning and portfolio management services.

$128.52M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Specialty consulting fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wayne Johnson’s Registration & Firm History

CA

05/18/2022 - Present

Tactivest, LLC (SAN FRANCISCO CA)

Not sure if Wayne R Johnson is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne R Johnson.
Not sure if Wayne R Johnson is right for you?