{
  "crd_number": 169795,
  "slug": "johnson-and-white-wealth-management-llc-york-pa-169795",
  "primary_business_name": "JOHNSON & WHITE WEALTH MANAGEMENT LLC",
  "legal_name": "JOHNSON & WHITE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "York",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "49620",
  "metro": {
    "cbsa_code": "49620",
    "common_name": "York",
    "msa_name": "York-Hanover, PA",
    "path": "/advisors/pa/york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-05-23",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 484628943.0,
  "raum_discretionary": 450048667.0,
  "raum_non_discretionary": 34580276.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1994560.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 115017406.0,
      "count": 367
    },
    "pension_profit_sharing": {
      "raum": 28324981.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 328994991.0,
      "count": 99
    },
    "corporations_other_businesses": {
      "raum": 10297005.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MD",
    "NC",
    "NJ",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/Johnsonandwhitewealth",
    "https://johnsonandwhite.com",
    "https://linkedin.com/company/johnsonandwhitewealth",
    "https://vimeo.com/user142497047"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169795",
  "city_as_filed": "YORK",
  "url": "https://advisorcensus.com/firm/johnson-and-white-wealth-management-llc-york-pa-169795",
  "display_name": "Johnson & White Wealth Management LLC",
  "summary": "Johnson & White Wealth Management LLC is an SEC-registered investment advisory firm in York, PA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Johnson & White Wealth Management LLC (CRD 169795): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Johnson & White Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Johnson & White Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Johnson & White Wealth Management LLC located?",
      "a": "Johnson & White Wealth Management LLC's principal office is in York, PA, according to its Form ADV."
    },
    {
      "q": "Is Johnson & White Wealth Management LLC registered with the SEC or a state?",
      "a": "Johnson & White Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169795."
    },
    {
      "q": "How much does Johnson & White Wealth Management LLC manage?",
      "a": "Johnson & White Wealth Management LLC reports $484,628,943 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (93% discretionary)."
    },
    {
      "q": "How have Johnson & White Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Johnson & White Wealth Management LLC: Regulatory assets under management: $279,631,514 in the October 2021 data and $484,628,943 in the October 2026 data, up 73%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Johnson & White Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (367); high net worth individuals (99); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Johnson & White Wealth Management LLC use?",
      "a": "Johnson & White Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Johnson & White Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169795"
    },
    {
      "q": "Does Johnson & White Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 23, 2026 says: \"JWWM requires each client to place at least $250,000 with the firm. This minimum may be waived in the discretion of JWWM.\""
    },
    {
      "q": "What changed in Johnson & White Wealth Management LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $411,928,943 to $484,628,943 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 279631514.0,
      "total_employees": 7,
      "filing_date": "2021-04-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 305109959.0,
      "total_employees": 6,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 322094289.0,
      "total_employees": 6,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 364768820.0,
      "total_employees": 6,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 411928943.0,
      "total_employees": 6,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 484628943.0,
      "total_employees": 7,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 7.",
        "Regulatory assets under management went from $411,928,943 to $484,628,943 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "JWWM requires each client to place at least $250,000 with the firm. This minimum may be waived in the discretion of JWWM."
        ]
      }
    ],
    "quotes": [
      "JWWM requires each client to place at least $250,000 with the firm. This minimum may be waived in the discretion of JWWM."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/johnson-and-white-wealth-management-llc-york-pa-169795.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 367,
      "fewer_than_5": false,
      "raum": 115017406.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 99,
      "fewer_than_5": false,
      "raum": 328994991.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 28324981.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1994560.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 10297005.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169795",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}