Pettyjohn, Wood & White, Inc.
Firm details
- Headquarters
- Lynchburg, Virginia
- CRD number
- 106403
- Registered since
- May 10, 1978
- Website
- www.pwandw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.51%
- Individuals10.4%
- Charitable Organizations5.32%
- Corporations / Businesses2.47%
- Pension & Profit Sharing Plans1.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pettyjohn, Wood & White, Inc. is a corporation that has been registered with the SEC since 1978 and serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses. It is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not operate as a dedicated capital allocator or pension consultant. The firm maintains industry relationships with broker-dealers, banking/thrift institutions, and law firms, which suggests reliance on external financial and professional networks for custody, execution, or ancillary services.
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 Equities71%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds7%
- US Government Bonds3%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$257M in ETFs
93%
$238M
2%
$19M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $36M | 48,180 | 13.99% |
Location
Lynchburg, VA
Lynchburg City
Location
Lynchburg, VA
Headquartered in Lynchburg, VA, in the South of the United States.
- Region
- South
- County
- Lynchburg City
- Address
- 1925 Atherholt Rd
- Time zone
- ET (UTC-5)
- Office locations
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