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JOHNSON & WHITE WEALTH MANAGEMENT LLC
CRD 169795 · SEC 801-79746
224 ST. CHARLES WAY, SUITE 200, YORK, PA, 17402, United States
Phone
717-430-0001
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$484.6M
Discretionary AUM
$450.0M
Team
7 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 367 | $115.0M |
| High net worth individuals | 99 | $329.0M |
| Pension/profit sharing plans | 11 | $28.3M |
| Corporations/business entities | 3 | $10.3M |
States served
CA, MD, NJ, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD