Merrill
45yrs
Top advisor by experience in Baton Rouge
2yrs
David Johnson
Financial advisor at Twru Private Wealth Management
David Johnson has worked in the financial industry for 2 years and is a financial advisor based in Baton Rouge, Louisiana. David joined Twru Private Wealth Management in 2024, a firm offering investment management and retirement plan consulting. David holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office527 E. Airport Ave, Baton Rouge, LA 70806
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.38 million
Advisors at the firm5
States licensed ?1 state
Services through Twru Private Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowTwru Private Wealth Management, LLCCurrent firm
Contact David
(225) 926-1050Twru Private Wealth Management main office 527 E. Airport AveBaton Rouge, LA 70806Office · Get directions Firm websiteHTTP://WWW.TWRUWEALTH.COM
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Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Twru Private Wealth Management at (225) 926-1050 and ask for David Johnson. David works from the Baton Rouge, LA office.
How long has David been a financial advisor?
David has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does David hold?
No exams are listed on the official record.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Twru Private Wealth Management reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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