Johnson & White Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in York, PA. Its latest Form ADV filing, dated February 20, 2026, reports $485M in regulatory assets under management, 7 employees, and 1,323 accounts.
Assets Under Management
$485M
Employees
7
Offices
--
Total Clients
480
Primary office
YORK, PA
224 ST. CHARLES WAY, SUITE 200, YORK, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
367
2
HNWI
20.6%
99
3
Pension Plans
2.3%
11
4
Corporations
0.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$485Mas of February 20, 2026
Discretionary92.9%
$450M
93% of total RAUM92.9%
Non-discretionary7.1%
$35M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$485M
Total Accounts1,323
10Y AUM Change+$327M (+207.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee69:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.