JOHNSON & WHITE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- YORK, Pennsylvania
- CRD number
- 169795
- Registered since
- May 23, 2014
- Website
- www.johnsonandwhite.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.89%
- Individuals23.73%
- Pension & Profit Sharing Plans5.84%
- Corporations / Businesses2.12%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Johnson & White Wealth Management LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM fee model alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not organized as a multi-state or related adviser; it does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents7%
- Other3%
- US Government Bonds2%
Contacts
3 of 7Melinda Bodi
Relationship ManagerCRD 7207513
Jordan Abell
Relationship ManagerCRD 7364836
CHRISTOPHER JOHNSON
PrincipalCRD 3062959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$189M in ETFs
82%
$155M
17%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF (PXF) | Invesco | Passive | Foreign Large Value | $27.1M | 387,859 | 14.31% |
Location
YORK, PA
YORK
Location
YORK, PA
Headquartered in YORK, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- YORK
- Address
- 224 Saint Charles Way
- Time zone
- ET (UTC-5)
- Office locations
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