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Johnson & White Wealth Management LLC

● SEC registered since 2014CRD 169795SEC# 801-79746York, PA
Export (members)
Reg. AUM
$411.9M
Employees
6
Accounts
1,362
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 $411.9 million in regulatory assets under management and employs 6 people.
www.facebook.com/johnsonandwhitewealthView on SEC.gov ↗

Johnson & White Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Lynn Johnson ControlPrincipal25-50%2014
Robert William Allan ControlPrincipal10-25%2023
Timothy Paul White ControlPrincipal/Chief Compliance Officer25-50%2014

Frequently asked questions

How much does Johnson & White Wealth Management LLC manage?

Johnson & White Wealth Management LLC reports $411.9 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 6 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

Address224 St. Charles Way, Suite 200, York, PA 17402
Phone717-430-0001
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$377.8M
Non-discretionary$34.1M
Total (RAUM)$411.9M