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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, TIMOTHY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON & WHITE CAPITAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| SWAYZE, EMILIE, C | I | MANAGING DIRECTOR/CCO | E | Control |
| SWAYZE, EMILIE, C | I | MANAGING MEMBER/CCO | E | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | MANAGING MEMBER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, TIMOTHY, PAUL | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | PRINCIPAL | C | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | PRINCIPAL | C | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | PRINCIPAL | C | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | PRINCIPAL | C | Control |
| WHITE, TIMOTHY, PAUL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, TIMOTHY, PAUL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, TIMOTHY, PAUL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, TIMOTHY, PAUL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| ALLAN, ROBERT, WILLIAM | I | PRINCIPAL | B | Control |
| ALLAN, ROBERT, WILLIAM | I | PRINCIPAL | B | Control |
| ALLAN, ROBERT, WILLIAM | I | PRINCIPAL | B | Control |
| ALLAN, ROBERT, WILLIAM | I | PRINCIPAL | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| JOHNSON, CHRISTOPHER, LYNN | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
| WHITE, TIMOTHY, PAUL | I | JOHNSON & WHITE CAPITAL GROUP LLC | D | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (10)
CA FL LA MD NC NH NJ PA TX VA
Address
224 ST. CHARLES WAYSUITE 200
YORK, PA 17402
United States
Phone: 717-430-0001