Johnson & White Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Johnson & White Wealth Management reports 480 clients. They include 367 individual clients, 99 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 92.9% ($450M across 1,298 accounts) are managed with discretion; $34.6M across 25 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 24% |
| High-net-worth individuals | 21% | 68% |
| Pension and profit-sharing plans | 2% | 6% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 367 | $115M | 23.7% | $313K |
| High-net-worth individuals | 99 | $329M | 67.9% | $3.32M |
| Pension and profit-sharing plans | 11 | $28.3M | 5.8% | $2.57M |
| Charitable organizations | Fewer than 5 | $1.99M | 0.4% | — |
| Corporations and other businesses | 3 | $10.3M | 2.1% | $3.43M |
| Total | 480 | $485M | 100% | — |
- Clients
- 367
- Regulatory AUM
- $115M
- AUM share
- 23.7%
- Avg. per client
- $313K
- Clients
- 99
- Regulatory AUM
- $329M
- AUM share
- 67.9%
- Avg. per client
- $3.32M
- Clients
- 11
- Regulatory AUM
- $28.3M
- AUM share
- 5.8%
- Avg. per client
- $2.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.99M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 3
- Regulatory AUM
- $10.3M
- AUM share
- 2.1%
- Avg. per client
- $3.43M
Total
- Clients
- 480
- Regulatory AUM
- $485M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Johnson & White Wealth Management charges up to 1.25% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at $250 to $400, or as a fixed fee of $2,000 to $15,000; fees are negotiable.
Timothy White owns 25% to 50% of Johnson & White Wealth Management. The leadership team of Johnson & White Wealth Management includes Chief Compliance Officer Timothy White. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Johnson & White Wealth Management LLC
Timothy White
Control person · since May 2014
- Owns 25% to 50% of Johnson & White Wealth Management LLC
Christopher Johnson
Control person · since May 2014
- Owns 25% to 50% of Johnson & White Wealth Management LLC
Robert Allan
Control person · since January 2023
Johnson & White Wealth Management’s regulatory assets grew 1.7× from $280M (April 2021) to $485M (July 2026); clients rose from 450 to 480 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $485M | 480 | 7 | 1 |
| Mar 2025March 2025 | $412M | 561 | 6 | 1 |
| Apr 2024April 2024 | $365M | 461 | 6 | 1 |
| Mar 2023March 2023 | $322M | 550 | 6 | 1 |
| Mar 2022March 2022 | $305M | 487 | 6 | 1 |
| Apr 2021April 2021 | $280M | 450 | 7 | 1 |
Besides its headquarters, Johnson & White Wealth Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 224 St. Charles Way, Suite 200, YorkHQ
Contact and registration details
- Legal name
- Johnson & White Wealth Management LLC
- Headquarters
- 224 St. Charles Way, Suite 200, York, PA 17402
- Website
- johnsonandwhite.com
- Phone
- 717-430-0001
- @johnsonandwhitewealth
- SEC file
- 801-79746
- Founded
- 2014
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Johnson & White Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($444M). Johnson & White Wealth Management has custody of $150M for 162 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $444M100%
At year end, Johnson & White Wealth Management’s separately managed accounts were mostly in stocks (50%) and funds (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $267M across 117 positions; the largest are Invesco Exch Traded FD TR II (11.1%), Invesco Exchange Traded FD T (5.6%) and Hartford Fds Exchange Traded (4.6%).
What the accounts hold
- Stocks50%
- Exchange-traded equities49%
- Non-exchange-traded equities1%
- Funds37%
- Bonds2%
- Cash7%
- Other3%
- Structured notes, annuities3%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Johnson & White Wealth Management have?
Johnson & White Wealth Management has 480 clients and manages $485 million for them, as of July 2026. They include 367 individual clients, 99 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Johnson & White Wealth Management offer?
Johnson & White Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Johnson & White Wealth Management charge?
Johnson & White Wealth Management charges up to 1.25% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: ADV 2A, filed 23 July 2026
Which custodians does Johnson & White Wealth Management use?
Johnson & White Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $444M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Johnson & White Wealth Management have?
Johnson & White Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Johnson & White Wealth Management invest in?
At the end of its last fiscal year, Johnson & White Wealth Management’s separately managed accounts held 49% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% other, 2% U.S. government and agency bonds and 1% non-exchange-traded equities. The 3% other category is described as: Structured Notes, Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Johnson & White Wealth Management have a minimum investment?
Yes, Johnson & White Wealth Management’s minimum account size for its Asset Management is $250K.
Source: ADV 2A, filed 23 July 2026
Who owns Johnson & White Wealth Management?
Johnson & White Wealth Management’s direct owners are Timothy White, Christopher Johnson and Robert Allan, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Johnson & White Wealth Management get paid?
Johnson & White Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Johnson & White Wealth Management?
Johnson & White Wealth Management’s main office is at 224 St. Charles Way, Suite 200, York, PA 17402. Its phone number is 717-430-0001. Its website is johnsonandwhite.com.
