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Eric Lee Johanson

Scope Wealth Management

Santa Monica, CA

CRD 6475604

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Employer firm

Scope Wealth Management CRD 179534

$7.04M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Scope Wealth Management

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-22
CO RA APPROVED 2025-10-22
  • CA RA
    APPROVED
    Since 2025-10-22
  • CO RA
    APPROVED
    Since 2025-10-22

Branch Locations

Santa Monica, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scope Wealth Management Llc Denver CO 02/2015 Present
  • 02/2015 → Present
    Scope Wealth Management Llc
    Denver, CO
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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