Wayne R Johnson

Financial advisor at Tactivest, LLC · San Francisco, CA

Last updated 2026-10-10

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Wayne R Johnson is a financial advisor at Tactivest, LLC in San Francisco, CA, CRD 7538610. IAPD registration began 2022-05-18.

Registration

CRD number
7538610
Registration status
Active
IAPD registration
2022-05-18
Industry Experience
4 years
Work Experience
16 years
States registered
CA

Licenses and exams

No state licenses or exam codes are listed on the registration.

Work history

  • 2010-05 to Present · Wayne R. Johnson & Associates, PLC · Beverly Hills, CA
  • 2022-04 to Present · Tactivest, LLC · San Francisco, CA

Current employment

SEC IAPD record for Wayne R Johnson

Tactivest, LLC

Regulatory AUM
$144,040,554
Registered advisors
6
Offices
2
Clients per advisor
35.3 (Low)
Average AUM per client
$679.4K (Low)
High-net-worth client ratio
19.3% (Moderate)

Tactivest, LLC: advisors, services and reported ETF investments

About

Wayne R Johnson is a financial advisor at Tactivest, LLC in San Francisco, CA. The latest record indicates 4 years of industry experience and 16 years of reported work history. Reported roles include Wayne R. Johnson & Associates, PLC.

SEC disclosures list additional business and community activities: I Am A 75% Shareholder Of: Johnson & associates, plc, a law firm located in beverly hills, ca; Our firm specializes in the areas of wealth and estate planning (i.

Tactivest, LLC's firm-level Form ADV reports 6 advisors across 2 offices; approximately 35.3 clients per advisor, average assets per client of $679,437, and regulatory AUM of $144M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by Tactivest, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Location

San Francisco, CA

6 advisors at this office.

Tactivest office in San Francisco, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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