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RIA / WealthAdvisor14 years in industry

HENRY STEVEN REED

Advisor at PWJOHNSON WEALTH MANAGEMENT

Redwood City, CA | LOS ALTOS, CA

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Search this name across graphsid dfx:ria:030bad8b-2a40-2ffa-b47d-12a47666868f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 6, 2019 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PWJOHNSON WEALTH MANAGEMENT
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: May 13, 2019
First registration: Sep 6, 2019
Dual registered: no
IAPD individual key: 7175369

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PWJOHNSON WEALTH MANAGEMENT	Former SEC adviser	Aug 15, 2025	n/a	yes	LOS ALTOS, CA\|Redwood City, CA	Current employment
GRIFFIN BLACK, LLC	Independent wealth	Aug 23, 2024	Feb 5, 2025	no	REDWOOD CITY, CA	Previous registration
SILICON VALLEY CAPITAL PARTNERS, L.P.	Independent wealth	Nov 9, 2023	May 24, 2024	no	San Jose, CA	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	Aug 17, 2021	Oct 24, 2023	no	CONCORD, CA\|San Jose, CA\|Mountain View, CA	Previous registration
PWJOHNSON WEALTH MANAGEMENT	Former SEC adviser	Jun 1, 2020	Aug 5, 2020	no	LOS ALTOS, CA	Previous registration
ONEASCENT FINANCIAL SERVICES LLC	Independent wealth	Sep 6, 2019	Jun 15, 2020	no	BIRMINGHAM, AL\|Los Altos, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRIFFIN BLACK, LLC	PWJOHNSON WEALTH MANAGEMENT	Feb 5, 2025	Aug 15, 2025	191	Firm change	Other
SILICON VALLEY CAPITAL PARTNERS, L.P.	GRIFFIN BLACK, LLC	May 24, 2024	Aug 23, 2024	91	Firm change	RIA to RIA
ASSETMARK, INC.	SILICON VALLEY CAPITAL PARTNERS, L.P.	Oct 24, 2023	Nov 9, 2023	16	Firm change	Ibd to RIA
PWJOHNSON WEALTH MANAGEMENT	ASSETMARK, INC.	Aug 5, 2020	Aug 17, 2021	377	Firm change	Other
ONEASCENT FINANCIAL SERVICES LLC	PWJOHNSON WEALTH MANAGEMENT	Jun 15, 2020	Jun 1, 2020	-14	Firm change	Other

Relationships

Registered with (5)

→ PWJOHNSON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 1, 2020 to Aug 5, 2020factForm ADV
→ GRIFFIN BLACK, LLCRegistered adviserregistration: previous registration
Aug 23, 2024 to Feb 5, 2025factForm ADV
→ SILICON VALLEY CAPITAL PARTNERS, L.P.Registered adviserregistration: previous registration
Nov 9, 2023 to May 24, 2024factForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Aug 17, 2021 to Oct 24, 2023factForm ADV
→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Sep 6, 2019 to Jun 15, 2020factForm ADV

Dated events

Occurred
Feb 5, 2025
Advisor changed firm
Henry Steven Reed left Griffin Black, Llc for Pwjohnson Wealth Management (registered 2025-08-15)
Form ADVobserved 5 days ago
Occurred
May 24, 2024
Advisor changed firm
Henry Steven Reed left Silicon Valley Capital Partners, L.P. for Griffin Black, Llc (registered 2024-08-23)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2023
Advisor changed firm
Henry Steven Reed left Assetmark, Inc. for Silicon Valley Capital Partners, L.P. (registered 2023-11-09)
Form ADVobserved 5 days ago