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Pettyjohn, Wood & White, Inc.

● SEC registered since 1978CRD 106403SEC# 801-13803Lynchburg, VA
Export (members)
Reg. AUM
$853.8M
Employees
6
Accounts
976
Location
Lynchburg, VA

Pettyjohn, Wood & White, Inc. assets under management

Pettyjohn, Wood & White, Inc. is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 1978. It reports $853.8 million in regulatory assets under management and employs 6 people.
www.pwandw.comView on SEC.gov ↗

Pettyjohn, Wood & White, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Bank of the James Financial Group, Inc. ControlShareholderOver 75%2021
Charles Baber White ControlDirector/Executive Vice-PresidentUnder 5%2012
Eric J SorensonDirectorUnder 5%2024
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Frequently asked questions

How much does Pettyjohn, Wood & White, Inc. manage?

Pettyjohn, Wood & White, Inc. reports $853.8 million in regulatory assets under management on its Form ADV.

How many employees does Pettyjohn, Wood & White, Inc. have?

Pettyjohn, Wood & White, Inc. reports 6 employees.

Where is Pettyjohn, Wood & White, Inc. located?

Pettyjohn, Wood & White, Inc. is based in Lynchburg, VA and has been SEC-registered since 1978.

Does Pettyjohn, Wood & White, Inc. disclose fund performance?

Pettyjohn, Wood & White, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1925 Atherholt Road, Lynchburg, VA 24501
Phone434-845-1266
Fax434-845-2904
Office hours8:30 a.m.To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1128213
Discloses disciplinary historyNo

Assets under management

Discretionary$853.8M
Non-discretionary$0
Total (RAUM)$853.8M