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, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2014) and serves both individual and family clients as well as institutional accounts. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Compensation methods include percentage-of-AUM fees and also hourly and fixed-fee arrangements. The firm does not describe itself as a capital allocator and is not identified as an active ESG investor or a pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$210M in ETFs
79%
$167M
18%
$43.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF (PXF) | Invesco | Passive | Foreign Large Value | $30.1M | 394,530 | 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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