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| Johnson & White Wealth Management LLC
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|---|---|
| CRD # | 169795 |
| SEC # | 801-79746 |
| CIK # | 0001954136 |
| AUM | 484.6 M (2026-02-20) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 717-430-0001 |
| Address | 224 St Charles Way York, PA 17402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001954136 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.6 | ||
| Apple Inc | 5.8 | ||
| Broadcom Inc | 5.1 | ||
| Advanced Micro Devices Inc | 4.5 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Microsoft Corp | 2.4 | ||
| Amazon Com Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 115.0 |
| (b) Individuals (high net worth individuals) | 99 | 329.0 |
| (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 | 11 | 28.3 |
| (h) Charitable organizations | 0 | 2.0 |
| (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 | 3 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,323 | 484.6 |
| By Discretionary | ||
| Discretionary | 1,298 | 450.0 |
| Non-Discretionary | 25 | 34.6 |
| Total | 1,323 | 484.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 484.5 | |
| Total | 1,323 | 484.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001954136] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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Global Kandor Advisors LLC
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Buttonwood Financial Advisors Inc
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Cross Financial Advisors LLC
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