This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.07 related_bd=true related_bank=false bd_reps=0.0

Regulatory AUM

$1.0BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.0B

Private client RAUM

$930MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$205Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,016

Individual clients

275

High net worth clients

287

Custody, client assets

$462M

SEC number

801-13803

CIK

1128213

CRD

106403

Filings on the tape

30

First filed

Mar 28, 2012

Latest filed

Mar 10, 2026

Organised

Corporation, VA

Website

pwandw.com

• Occurred

  Jan 13, 2022
  Control person joined

  Todd Jeffrey Scruggs (Chairman Of The Board Of Directors) appeared on Schedule A of Pettyjohn, Wood & White, Inc.

  Form ADVobserved 5 days ago
• Occurred

  Jan 13, 2022
  Control person joined

  R Robert Chapman (Director) appeared on Schedule A of Pettyjohn, Wood & White, Inc.

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:386c454c-7972-5275-8325-2d83bb60cfb2

First observed

Mar 28, 2012

Last observed

Mar 10, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.