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JOHNSON & WHITE WEALTH MANAGEMENT LLC

YORK, PA · CRD 169795 · IAPD ↗ · 717-430-0001

$484.6MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — JOHNSON & WHITE WEALTH MANAGEMENT LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — JOHNSON & WHITE WEALTH MANAGEMENT LLC now reports custody of client assets ($123.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
April 2024 — JOHNSON & WHITE WEALTH MANAGEMENT LLC notice-filed in CA, NJ.
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.