Johnson & White Wealth Management LLC
Johnson & White Wealth Management LLC is an SEC-registered wealth manager in York, PA with $484.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Johnson & White Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169795, SEC 801-79746, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $484.6M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- York, PA
- Employees
- 7
- Clients
- 480
- CRD
- 169795
- Ownership
- JOHNSON, CHRISTOPHER, LYNN; ALLAN, ROBERT, WILLIAM; JOHNSON & WHITE CAPITAL GROUP LLC; WHITE, TIMOTHY, PAUL; SWAYZE, EMILIE, C
How much AUM does Johnson & White Wealth Management LLC have?
Johnson & White Wealth Management LLC reported $484.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Johnson & White Wealth Management LLC?
Disclosed owners and executives of Johnson & White Wealth Management LLC include JOHNSON, CHRISTOPHER, LYNN, ALLAN, ROBERT, WILLIAM, JOHNSON & WHITE CAPITAL GROUP LLC, WHITE, TIMOTHY, PAUL, SWAYZE, EMILIE, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.