CRD: 169795
Johnson & White Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy ember
- Established Date
- 05-23-2014
- Office Locations
- 1
Office Locations
About Johnson & White Wealth Management LLC
Johnson & White Wealth Management is a York, PA RIA providing financial planning, portfolio management, and insurance/business succession guidance for retail and institutional clients. The firm emphasizes full-balance-sheet “financial alignment,” combining goals-based planning with risk management and asset allocation using ETFs, index funds, mutual funds, and fixed income. Notable: offers an online Nitrogen (Riskalyze) risk analysis and primarily custodies with Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT WILLIAM ALLAN III
Principal
- CRD
- #5262146
- Ownership
- 25% but less than 50%
CHRISTOPHER LYNN JOHNSON
Managing Director, PRINCIPAL
- CRD
- #3062959
- Ownership
- 25% but less than 50%
Wave vital
Zenith eagle
- CRD
- #65287
- Ownership
- 11.0%
Showing 2 of 3 owners & executives
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Jordan Scott Abell
Relationship Manager
- CRD
- #7364836
Melinda Jean Bodi
--
- CRD
- #7207513
Horizon delta
Beacon insight insight
- CRD
- #38259
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,048,667 | $346,725 |
| Non-Discretionary | $34,580,276 | $1,383,211 |
| Total | $484,628,943 | $366,311 |
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Separately Managed Accounts
Total SMA Asset: $484,628,943
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,057,220,154 | 29.0% |
| Public Funds | $266,127,832 | 7.3% |
| Cash | $893,168,751 | 24.5% |
| Other | $645,268,853 | 17.7% |
| U.S. Government/Agency | $229,671,965 | 6.3% |
| Equity - OTC | $554,129,184 | 15.2% |
| Total | $3,645,586,739 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PRIME PRIME | VALUE CATALYST | VOBQL3LR7 | SVTA | 8.72% | $15,782,628 |
| PRIME UNISON CAPITAL | NORTH PEAK | FY0WL0295 | VPQZ | 1.35% | $112,373,539 |
| PIONEER PATHWAY RIDGE | RADIAL SIGNAL | K1Y5NF86R | LVWQB | 11.84% | $82,423,670 |
| HARBOR ELEMENT | CAPITAL FOUNDATION | ZHX1E4RXR | DKSX | 11.19% | $67,111,265 |
| RADIAL RADIAL | CREST RIDGE | ICUXF4R2S | RWESG | 3.64% | $97,977,645 |
| PEAK GLACIER | LEGACY SUMMIT | 3H3N45B1O | GEFKF | 11.84% | $71,957,720 |
| VALUE HARBOR BRIDGE | SUMMIT SIGNAL | F96HAKLM1 | VYPJI | 7.71% | $11,884,082 |
| MERIDIAN LEGACY | EMBER EAGLE | T20M861PN | IBTZ | 5.18% | $45,670,285 |