# JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC of YORK, PA is an SEC-registered investment adviser.

## Registration

- CRD: 169795
- Type: SEC-registered investment adviser
- SEC file number: 801-79746
- Location: 224 ST. CHARLES WAY, SUITE 200, YORK, PA, 17402
- Phone: 717-430-0001
- Latest filing: 2026-07-23
- Regulatory AUM: $484.6M
- Discretionary AUM: $450.0M
- Non-discretionary AUM: $34.6M
- Clients: 7
- Accounts: 1,323

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Paul White | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Christopher Lynn Johnson | PRINCIPAL | Loomis, CA |
| Robert William Allan | PRINCIPAL | — |
| WHITE JACK PAUL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER CHIEF COMPLIANCE OFFICER (+1 more) | — |
| JOHNSON JODI LYNN | MANAGING MEMBER; PRINCIPAL | — |
| SWAYZE EMILIE C | MANAGING DIRECTOR/CCO; MANAGING MEMBER/CCO | — |
| ALLAN ROBERT WILLIAM | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169795/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169795/similar
- Related entities: https://search.stillhousedata.com/firm/169795/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169795

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.