JOHNSON & WHITE WEALTH MANAGEMENT LLC

224 St. Charles Way
Suite 200
York, Pennsylvania 17402
Tel: 717-430-0001

About JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC, formally registered with the SEC as JOHNSON & WHITE WEALTH MANAGEMENT LLC. The firm was established in 05/23/2014. They have over 1 offices throughout the country.

JOHNSON & WHITE WEALTH MANAGEMENT LLC is a York, Pennsylvania based Financial Planning firm with nearly $364,768,820 assets under management, offering retirement planning & investment advisory services to 1262 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169795
SEC#	801-79746
Assets Managed by Firm	$364,768,820
No. of Clients	1262
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1262	$364,768,820
Individuals (other than high net worth individuals)	385	$104,755,142
High net worth individuals	60	$216,829,080
Pension and profit sharing plans	6	$21,638,631
Charitable organizations	5	$3,438,973
Corporations or other businesses	5	$18,106,994

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