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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JOHNSON & WHITE WEALTH MANAGEMENT LLC

CRD 169795

YORK, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebe6ecf1-ef05-96fa-96ed-6c2eb5d348c9

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: May 9, 2014 to Jul 23, 2026
34 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $485MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $450M
Private client RAUM: $444MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $69.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,323
Individual clients: 367
High net worth clients: 99
Custody, client assets: $150M
SEC number: 801-79746
CRD: 169795
Filings on the tape: 34
First filed: May 9, 2014
Latest filed: Jul 23, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY PAUL WHITE	Certified Financial Planner	YORK, PA	12	37	1	no
CHRISTOPHER LYNN JOHNSON	Certified Financial Planner	YORK, PA	12	28	1	no
ROBERT WILLIAM ALLAN	n/a	YORK, PA	12	19	1	no
Melinda Jean Bodi	n/a	YORK, PA	6	11	n/a	no
Jordan Scott Abell	Certified Financial Planner	YORK, PA	5	10	n/a	no
Sara Robyn Brackett	n/a	YORK, PA	2	13	n/a	no
Jacob William Little	n/a	YORK, PA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLAN, ROBERT, WILLIAM	Principal	B	yes	01/2023	Mar 6, 2024	Apr 25, 2024
JOHNSON, CHRISTOPHER, LYNN	Principal	C	yes	05/2014	May 23, 2014	Apr 25, 2024
WHITE, TIMOTHY, PAUL	PRINCIPAL/CHIEF COMPLIANCE OFFICER	C	yes	05/2014	May 23, 2014	Apr 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 20, 2026	$485M	$450M	7	7	0	n/a	n/a
2024	Mar 18, 2025	$412M	$378M	6	5	0	n/a	n/a
2023	Mar 6, 2024	$365M	$332M	6	6	0	n/a	n/a
2022	Mar 2, 2023	$322M	$291M	6	6	0	n/a	n/a
2021	Mar 28, 2022	$305M	$291M	6	6	0	n/a	n/a
2020	Mar 24, 2021	$280M	$250M	7	7	0	n/a	n/a
2019	Mar 18, 2020	$260M	$240M	7	7	0	n/a	n/a
2018	Mar 26, 2019	$230M	$207M	7	6	0	n/a	n/a
2017	Mar 7, 2018	$187M	$164M	6	3	1	n/a	n/a
2016	Feb 14, 2017	$158M	$156M	6	3	n/a	n/a	n/a
2015	Mar 24, 2016	$139M	$137M	3	3	n/a	n/a	n/a
2014	Jan 28, 2015	$127M	$124M	6	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$485M	$412M	17.6%	$322M	14.6%	7	6	0	0

Relationships

Registered with (8)

← Jacob William LittleAdvisorregistration: current employment
Oct 11, 2025 to presentfactForm ADV
← Sara Robyn BrackettAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← Jordan Scott AbellAdvisorregistration: current employment
May 24, 2021 to presentfactForm ADV
← Melinda Jean BodiAdvisorregistration: current employment
Jan 17, 2020 to presentfactForm ADV
← TIMOTHY PAUL WHITEAdvisorregistration: current employment
Jun 6, 2014 to presentfactForm ADV
← CHRISTOPHER LYNN JOHNSONAdvisorregistration: current employment
Jun 6, 2014 to presentfactForm ADV
← ROBERT WILLIAM ALLANAdvisorregistration: current employment
Jun 6, 2014 to presentfactForm ADV
← Erica Lynn ReillyAdvisorregistration: previous registration
Jun 6, 2014 to Sep 26, 2023factForm ADV

Controls (3)

← WHITE, TIMOTHY, PAULOwnerPRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code C, individual
May 23, 2014 to Apr 25, 2024factForm ADV
← JOHNSON, CHRISTOPHER, LYNNOwnerPRINCIPAL, ownership code C, individual
May 23, 2014 to Apr 25, 2024factForm ADV
← ALLAN, ROBERT, WILLIAMOwnerPRINCIPAL, ownership code B, individual
Mar 6, 2024 to Apr 25, 2024factForm ADV

Dated events

Occurred
Mar 6, 2024
Control person joined
William Robert Allan (Principal) appeared on Schedule A of Johnson & White Wealth Management Llc
Form ADVobserved 4 days ago
Occurred
Sep 26, 2023
Advisor changed firm
Erica Lynn Reilly left Johnson & White Wealth Management Llc for Raymond James Financial Services Advisors, Inc (registered 2023-02-06)
Form ADVobserved 4 days ago
Occurred
May 23, 2014
Succession filed (Item 4)
Moray Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
May 9, 2014
First Form ADV filing
Moray Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebe6ecf1-ef05-96fa-96ed-6c2eb5d348c9
First observed: May 9, 2014
Last observed: Jul 23, 2026 58 days 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.

JOHNSON & WHITE WEALTH MANAGEMENT LLC

CRD 169795

YORK, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebe6ecf1-ef05-96fa-96ed-6c2eb5d348c9

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY PAUL WHITE

Certified Financial Planner

YORK, PA

CHRISTOPHER LYNN JOHNSON

Certified Financial Planner

YORK, PA

ROBERT WILLIAM ALLAN

n/a

YORK, PA

Melinda Jean Bodi

n/a

YORK, PA

n/a

Jordan Scott Abell

Certified Financial Planner

YORK, PA

n/a

Sara Robyn Brackett

n/a

YORK, PA

n/a

Jacob William Little

n/a

YORK, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLAN, ROBERT, WILLIAM

Principal

yes

01/2023

Mar 6, 2024

Apr 25, 2024

JOHNSON, CHRISTOPHER, LYNN

Principal

yes

05/2014

May 23, 2014

Apr 25, 2024

WHITE, TIMOTHY, PAUL

PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

05/2014

May 23, 2014

Apr 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 20, 2026

$485M

$450M

n/a

2024

Mar 18, 2025

$412M

$378M

n/a

2023

Mar 6, 2024

$365M

$332M

n/a

2022

Mar 2, 2023

$322M

$291M

n/a

2021

Mar 28, 2022

$305M

$291M

n/a

2020

Mar 24, 2021

$280M

$250M

n/a

2019

Mar 18, 2020

$260M

$240M

n/a

2018

Mar 26, 2019

$230M

$207M

n/a

2017

Mar 7, 2018

$187M

$164M

n/a

2016

Feb 14, 2017

$158M

$156M

n/a

2015

Mar 24, 2016

$139M

$137M

n/a

2014

Jan 28, 2015

$127M

$124M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$485M

$412M

17.6%

$322M

14.6%