Johnson & White Wealth Management LLC
● SEC registered since 2014CRD 169795SEC# 801-79746York, PA
Reg. AUM
$484.6M
Employees
7
Accounts
1,323
Location
York, PA
Johnson & White Wealth Management LLC assets under management
Johnson & White Wealth Management LLC is a registered investment adviser overseen by the SEC based in York, PA. The firm has been registered since 2014. It reports $484.6 million in regulatory assets under management and employs 7 people.
Johnson & White Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Lynn Johnson Control | Principal | 25-50% | 2014 |
| Robert William Allan Control | Principal | 25-50% | 2023 |
| Timothy Paul White Control | Principal/Chief Compliance Officer | 25-50% | 2014 |
Frequently asked questions
How much does Johnson & White Wealth Management LLC manage?
Johnson & White Wealth Management LLC reports $484.6 million in regulatory assets under management on its Form ADV.
How many employees does Johnson & White Wealth Management LLC have?
Johnson & White Wealth Management LLC reports 7 employees.
Where is Johnson & White Wealth Management LLC located?
Johnson & White Wealth Management LLC is based in York, PA and has been SEC-registered since 2014.
Does Johnson & White Wealth Management LLC disclose fund performance?
Johnson & White Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 224 St. Charles Way, Suite 200, York, PA 17402 |
| Phone | 717-430-0001 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$484.6M▲ 33%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$484.6Mregulatory AUM
Discretionary $450MNon-discretionary $34.6M