PETTYJOHN, WOOD & WHITE, INC.
SEC RegisteredTrusted Investment Portfolio Management Advisors
About the firm
At Pettyjohn, Wood & White, we provide trusted professional guidance and advice in the management of investment portfolios for a select group of clients. Our success is driven by our extensive attention to detail in customizing client portfolios and the depth of our personal commitment in managing the totality of our clients' financial affairs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Professional guidance and advice in the management of investment portfolios; customizing client portfolios and managing the totality of clients' financial affairs.
Who they serve
a select group of clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 275 | $106M |
| High Net Worth Individuals | 287 | $824M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $13M |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PETTYJOHN, WOOD & WHITE, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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