Johnson & White Wealth Management LLC
Firm details
- Headquarters
- York, Pennsylvania
- CRD number
- 169795
- Registered since
- May 23, 2014
- Website
- www.johnsonandwhite.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.89%
- Individuals23.73%
- Pension & Profit Sharing Plans5.84%
- Corporations / Businesses2.12%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Johnson & White Wealth Management LLC is an independent registered investment adviser formed in 2014 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model includes asset‑based fees, hourly billing, and fixed-fee engagements. Johnson & White is not structured as a capital allocator and does not identify as an active ESG investor; it operates within a single state jurisdiction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents7%
- Other3%
- US Government Bonds2%
Contacts
3 of 7
Melinda Bodi
Senior Relationship ManagerCRD 7207513
Jordan Abell
Relationship ManagerCRD 7364836
Christopher Johnson
PrincipalCRD 3062959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$205M in ETFs
82%
$167M
17%
$38M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF (PXF) | Invesco | Passive | Foreign Large Value | $29.7M | 392,494 | 14.45% |
Location
York, PA
York
Location
York, PA
Headquartered in York, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- York
- Address
- 224 Saint Charles Way
- Time zone
- ET (UTC-5)
- Office locations
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