JOHNSON & WHITE WEALTH MANAGEMENT LLC
Adviser information for JOHNSON & WHITE WEALTH MANAGEMENT LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,220 | $332.1M |
| Non-Discretionary | 42 | $32.7M |
| Total | 1,262 | $364.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 385 | $104.8M |
| HNW Individuals | 60 | $216.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $21.6M |
| Charitable organizations | 5 | $3.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $18.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 287.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| JOHNSON & WHITE WRAP PROGRAM | JOHNSON & WHITE WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-79746 |
|---|---|
| SEC ERA File Number | 801-79746 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169795 |
| Legal Entity Identifier | None |
Principal Office
224 ST. CHARLES WAYSUITE 200
YORK
PA
United States
Monday - Friday, 9-5
Tel: 717-430-0001, Fax: None
Chief Compliance Officer
TIMOTHY P. WHITE
MANAGING DIRECTOR
224 ST. CHARLES WAY
SUITE 200
YORK
PA
United States
Tel:
717-430-0001
T*****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHITE, TIMOTHY, PAUL | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 05/2014 | 25-50% |
| JOHNSON, CHRISTOPHER, LYNN | Individual | – | PRINCIPAL | 05/2014 | 25-50% |
| ALLAN, ROBERT, WILLIAM | Individual | – | PRINCIPAL | 01/2023 | 10-25% |