Insights

Market Niche Johnson Lyman Wealth Advisors specializes in serving high-net-worth families and individuals within the competitive San Francisco Bay Area market, indicating potential for premium financial products and personalized wealth management solutions.

Growth Potential With annual revenue between 1 million to 10 million and a small team of fewer than two employees, there are opportunities to introduce scalable technology solutions and expanded service offerings to enhance efficiency and client reach.

Independent Advantage Being fully employee-owned and independent allows for tailored, unbiased financial advice, which can be leveraged to differentiate offerings of additional financial tools, compliance solutions, or partnership opportunities.

Tech Stack Insights Utilizing cloud-based platforms like Google Cloud and analytics tools such as Google Analytics suggests openness to digital engagement; sales efforts could focus on advanced fintech products or cyber security services to further support their digital infrastructure.

Competitive Outlook Positioned alongside large firms with extensive personnel and revenue, Johnson Lyman Wealth Advisors presents opportunities for targeted outreach with boutique or specialized offerings that can complement or enhance their existing personalized asset management services.

Johnson Lyman Wealth Advisors Tech Stack

Johnson Lyman Wealth Advisors uses 8 technology products and services including Mailchimp, Twemoji, Google Cloud, and more. Explore Johnson Lyman Wealth Advisors's tech stack below.

  • Mailchimp
    Email
  • Twemoji
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Emotion
    Javascript Frameworks
  • Lightbox
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

Johnson Lyman Wealth Advisors's Email Address Formats

Johnson Lyman Wealth Advisors uses at least 1 format(s):
Johnson Lyman Wealth Advisors Email FormatsExamplePercentage
FirstL@jlwealth.comJohnD@jlwealth.com
100%

Frequently Asked Questions

Where is Johnson Lyman Wealth Advisors's headquarters located?

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Johnson Lyman Wealth Advisors's main headquarters is located at 2600 el Camino Real Suite 500 Palo Alto, California 94306 United States. The company has employees across 1 continents, including North America.

What is Johnson Lyman Wealth Advisors's phone number?

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You can contact Johnson Lyman Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Johnson Lyman Wealth Advisors's official website and social media links?

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Johnson Lyman Wealth Advisors's official website is jlwealth.com and has social profiles on LinkedIn.

What is Johnson Lyman Wealth Advisors's NAICS code?

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Johnson Lyman Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Johnson Lyman Wealth Advisors have currently?

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As of February 2026, Johnson Lyman Wealth Advisors has approximately 1 employees across 1 continents, including North America. Key team members include President: L. C.Chairman: S. J.. Explore Johnson Lyman Wealth Advisors's employee directory with LeadIQ.

What industry does Johnson Lyman Wealth Advisors belong to?

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Johnson Lyman Wealth Advisors operates in the Financial Services industry.

What technology does Johnson Lyman Wealth Advisors use?

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Johnson Lyman Wealth Advisors's tech stack includes MailchimpTwemojiGoogle CloudEmotionLightboxSiteGroundGoogle AnalyticsGoDaddy.

What is Johnson Lyman Wealth Advisors's email format?

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Johnson Lyman Wealth Advisors's email format typically follows the pattern of FirstL@jlwealth.com. Find more Johnson Lyman Wealth Advisors email formats with LeadIQ.

Johnson Lyman Wealth Advisors

Financial ServicesCalifornia, United States0-1 Employees

Johnson Lyman Wealth Advisors is a Palo Alto based registered investment advisor originally founded in 1985. The current firm was created from a partnership of Steve Johnson and Rob Lyman to deliver best-in-class Wealth Management services to high net-worth families and individuals in the San Francisco Bay Area. Because we are fully owned by our key employees, we are completely independent of the winds of change that are buffeting many of the nation’s banks and brokerage houses. When you work with Johnson Lyman Wealth Advisors, you can be assured that our advice is based on completely objective, rigorous research and analysis – and designed specifically to meet your unique needs. Johnson Lyman Wealth Advisors, its predecessor firm, their principals, and members of our Wealth Management team have over 25 years of experience serving hundreds of clients throughout the Bay Area and nationally. We have dedicated our professional careers to helping our clients proactively design and successfully manage their lives, and we take responsibility in partnering with them in their quest to make a difference.

Section iconCompany Overview

Headquarters
2600 el Camino Real Suite 500 Palo Alto, California 94306 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Johnson Lyman Wealth Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Johnson Lyman Wealth Advisors's revenue is estimated to be in the range of $1M$10M

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