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| Johnson & White Wealth Management LLC
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| |
|---|---|
| CRD # | 169795 |
| SEC # | 801-79746 |
| CIK # | 0001954136 |
| AUM | $364.8 MM (2024-03-06) |
| Employees | 6 (100% Investors, 33% Brokers) |
| Phone | 717-430-0001 |
| Address | 224 St Charles Way York, PA 17402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| AVGO | 201,282.9 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| BAC | 278,315.2 | 0.0 | |
| XOM | 385,508.3 | 0.0 | |
| MRK | 232,371.9 | 0.0 | |
| ABBV | 269,466.6 | 0.0 | |
| MA | 309,583.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 104.8 |
| (b) Individuals (high net worth individuals) | 60 | 216.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 21.6 |
| (h) Charitable organizations | 5 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,262 | 364.8 |
| By Discretionary | ||
| Discretionary | 1,220 | 332.1 |
| Non-Discretionary | 42 | 32.7 |
| Total | 1,262 | 364.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.8 | |
| Total | 1,262 | 364.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001954136] |
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|---|---|---|
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Tigeroak Management LLC
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