JOHNSON & WHITE WEALTH MANAGEMENT LLC
CRD #169795 SEC #801-79746 YORK, PA 717-430-0001
SEC Registered
Total AUM
$411.9M
Discretionary
$377.8M
Employees
6
Clients
10
Accounts
1,362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $411.9M | $377.8M | $34.1M | 6 | 0 |
| Jan 2025 | $364.8M | $332.1M | $32.7M | 6 | 0 |
| Apr 2024 | $364.8M | $332.1M | $32.7M | 6 | 0 |
| Mar 2024 | $364.8M | $332.1M | $32.7M | 6 | 0 |
| Mar 2023 | $322.1M | $290.9M | $31.2M | 6 | 0 |
| Mar 2022 | $305.1M | $291.1M | $14M | 6 | 0 |
| Mar 2022 | $305.1M | $291.1M | $14M | 6 | 0 |
| Apr 2021 | $279.6M | $250.3M | $29.4M | 7 | 0 |
| Apr 2021 | $279.6M | $250.3M | $29.4M | 7 | 0 |
| Apr 2021 | $279.6M | $250.3M | $29.4M | 7 | 0 |
| Mar 2021 | $279.6M | $250.3M | $29.4M | 7 | 0 |
| Jul 2020 | $259.8M | $240.1M | $19.8M | 7 | 0 |
| Jun 2020 | $259.8M | $240.1M | $19.8M | 7 | 0 |
| Mar 2020 | $259.8M | $240.1M | $19.8M | 7 | 0 |
| Sep 2019 | $229.5M | $207.1M | $22.5M | 7 | 0 |
| Jul 2019 | $229.5M | $207.1M | $22.5M | 7 | 0 |
| Mar 2019 | $229.5M | $207.1M | $22.5M | 7 | 0 |
| Jun 2018 | $186.6M | $164.1M | $22.6M | 6 | 1 |
| Mar 2018 | $186.6M | $164.1M | $22.6M | 6 | 1 |
| Feb 2017 | $157.6M | $156M | $1.6M | 6 | 200 |
| Nov 2016 | $138.6M | $137.1M | $1.5M | 3 | 200 |
| Oct 2016 | $138.6M | $137.1M | $1.5M | 3 | 200 |
| Mar 2016 | $138.6M | $137.1M | $1.5M | 3 | 200 |
| Apr 2015 | $127.2M | $124.1M | $3.1M | 6 | 200 |
| Apr 2015 | $127.2M | $124.1M | $3.1M | 6 | 200 |
| Jan 2015 | $127.2M | $124.1M | $3.1M | 6 | 200 |
| Sep 2014 | $112.4M | $112.4M | $0 | 6 | 0 |
| Sep 2014 | $112.4M | $112.4M | $0 | 6 | 0 |
| May 2014 | $0 | $0 | $0 | 6 | 0 |
| May 2014 | $0 | $0 | $0 | 6 | 0 |
| May 2014 | $0 | $0 | $0 | 1 | 0 |
| May 2014 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$411.9M
Discretionary$377.8M
Non-Disc.$34.1M
Employees6
Clients0
DateJan 2025
Total AUM$364.8M
Discretionary$332.1M
Non-Disc.$32.7M
Employees6
Clients0
DateApr 2024
Total AUM$364.8M
Discretionary$332.1M
Non-Disc.$32.7M
Employees6
Clients0
DateMar 2024
Total AUM$364.8M
Discretionary$332.1M
Non-Disc.$32.7M
Employees6
Clients0
DateMar 2023
Total AUM$322.1M
Discretionary$290.9M
Non-Disc.$31.2M
Employees6
Clients0
DateMar 2022
Total AUM$305.1M
Discretionary$291.1M
Non-Disc.$14M
Employees6
Clients0
DateMar 2022
Total AUM$305.1M
Discretionary$291.1M
Non-Disc.$14M
Employees6
Clients0
DateApr 2021
Total AUM$279.6M
Discretionary$250.3M
Non-Disc.$29.4M
Employees7
Clients0
DateApr 2021
Total AUM$279.6M
Discretionary$250.3M
Non-Disc.$29.4M
Employees7
Clients0
DateApr 2021
Total AUM$279.6M
Discretionary$250.3M
Non-Disc.$29.4M
Employees7
Clients0
DateMar 2021
Total AUM$279.6M
Discretionary$250.3M
Non-Disc.$29.4M
Employees7
Clients0
DateJul 2020
Total AUM$259.8M
Discretionary$240.1M
Non-Disc.$19.8M
Employees7
Clients0
DateJun 2020
Total AUM$259.8M
Discretionary$240.1M
Non-Disc.$19.8M
Employees7
Clients0
DateMar 2020
Total AUM$259.8M
Discretionary$240.1M
Non-Disc.$19.8M
Employees7
Clients0
DateSep 2019
Total AUM$229.5M
Discretionary$207.1M
Non-Disc.$22.5M
Employees7
Clients0
DateJul 2019
Total AUM$229.5M
Discretionary$207.1M
Non-Disc.$22.5M
Employees7
Clients0
DateMar 2019
Total AUM$229.5M
Discretionary$207.1M
Non-Disc.$22.5M
Employees7
Clients0
DateJun 2018
Total AUM$186.6M
Discretionary$164.1M
Non-Disc.$22.6M
Employees6
Clients1
DateMar 2018
Total AUM$186.6M
Discretionary$164.1M
Non-Disc.$22.6M
Employees6
Clients1
DateFeb 2017
Total AUM$157.6M
Discretionary$156M
Non-Disc.$1.6M
Employees6
Clients200
DateNov 2016
Total AUM$138.6M
Discretionary$137.1M
Non-Disc.$1.5M
Employees3
Clients200
DateOct 2016
Total AUM$138.6M
Discretionary$137.1M
Non-Disc.$1.5M
Employees3
Clients200
DateMar 2016
Total AUM$138.6M
Discretionary$137.1M
Non-Disc.$1.5M
Employees3
Clients200
DateApr 2015
Total AUM$127.2M
Discretionary$124.1M
Non-Disc.$3.1M
Employees6
Clients200
DateApr 2015
Total AUM$127.2M
Discretionary$124.1M
Non-Disc.$3.1M
Employees6
Clients200
DateJan 2015
Total AUM$127.2M
Discretionary$124.1M
Non-Disc.$3.1M
Employees6
Clients200
DateSep 2014
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees6
Clients0
DateSep 2014
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0