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Building 2JOHNSON & WHITE WEALTH MANAGEMENT LLC

Map pinYORK, PA
Phone717-430-0001
NotebookSEC #801-79746
Total AUM
$484.6M
Employees
7
Clients
481

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
224 ST. CHARLES WAY
SUITE 200
YORK
PA 17402
United States
Operating Hours
9-5
Monday - Friday
Phone
717-430-0001

ReceiptFinancials

Total AUM
$484.6M
Accounts
1,323
Discretionary
$450M
Accounts
1,298
Non-Discretionary
$34.6M
Accounts
25

ContactClients

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Individual Clients
367
AUM
$115M
HNW Individual Clients
99
AUM
$329M
Pension/Profit Sharing Plan Clients
11
AUM
$28.3M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
3
AUM
$10.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNJPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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