← Tributary

PETTYJOHN, WOOD & WHITE, INC.

LYNCHBURG, VA · CRD 106403 · IAPD ↗ · pwandw.com · 434-845-1266

$1.02BRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — PETTYJOHN, WOOD & WHITE, INC. notice-filed in MD, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — PETTYJOHN, WOOD & WHITE, INC. crossed $1B in regulatory AUM ($853.8M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — PETTYJOHN, WOOD & WHITE, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.