|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Johnson & White Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 169795 |
| SEC # | 801-79746 |
| CIK # | 0001954136 |
| AUM | $411.9 M (2025-03-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 717-430-0001 |
| Address | 224 St Charles Way York, PA 17402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 136.4 |
| (b) Individuals (high net worth individuals) | 75 | 227.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 23.8 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 22.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,362 | 411.9 |
| By Discretionary | ||
| Discretionary | 1,322 | 377.8 |
| Non-Discretionary | 40 | 34.1 |
| Total | 1,362 | 411.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 411.8 | |
| Total | 1,362 | 411.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954136] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ORG Wealth Partners LLC
✚
|
TX | 0.4 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.4 |
|
The Main Street Group Ltd
✚
|
VA | 0.4 |
|
Tilia Fiduciary Partners Inc
✚
|
NC | 0.4 |
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
Twin Peaks Wealth Advisors LLC
✚
|
0.4 | |
|
The Planning Project LLC
✚
|
TX | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
0.4 |