# Johnson & White Wealth Management LLC

> 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.

- CRD: 169795
- Filed as: JOHNSON & WHITE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: York, PA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169795
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-and-white-wealth-management-llc-york-pa-169795

## Quick answers

**How is Johnson & White Wealth Management LLC compensated?**
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).

**Where is Johnson & White Wealth Management LLC located?**
Johnson & White Wealth Management LLC's principal office is in York, PA, according to its Form ADV.

**Is Johnson & White Wealth Management LLC registered with the SEC or a state?**
Johnson & White Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169795.

**How much does Johnson & White Wealth Management LLC manage?**
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).

**How have Johnson & White Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Johnson & White Wealth Management LLC serve?**
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).

**Which custodians does Johnson & White Wealth Management LLC use?**
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.

**Does Johnson & White Wealth Management LLC report any disciplinary disclosures?**
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

**Does Johnson & White Wealth Management LLC state an account minimum?**
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."

**What changed in Johnson & White Wealth Management LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> JWWM requires each client to place at least $250,000 with the firm. This minimum may be waived in the discretion of JWWM.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $484,628,943
- Discretionary: $450,048,667
- Non-discretionary: $34,580,276

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 367 | $115,017,406 |
| High net worth individuals | 99 | $328,994,991 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $28,324,981 |
| Charitable organizations | Fewer than 5 | $1,994,560 |
| Corporations or other businesses not listed above | 3 | $10,297,005 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MD, NC, NJ, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- johnsonandwhite.com
- vimeo.com/user142497047
- Facebook @Johnsonandwhitewealth
- LinkedIn @johnsonandwhitewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $279,631,514 | 7 | April 26, 2021 |
| October 2022 | $305,109,959 | 6 | March 29, 2022 |
| October 2023 | $322,094,289 | 6 | March 2, 2023 |
| October 2024 | $364,768,820 | 6 | April 25, 2024 |
| October 2025 | $411,928,943 | 6 | March 18, 2025 |
| October 2026 | $484,628,943 | 7 | July 23, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $411,928,943 to $484,628,943 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson & White Wealth Management LLC (CRD 169795): Form ADV filing data as of October 2026.