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PETTYJOHN, WOOD & WHITE, INC.
CRD 106403 · SEC 801-13803
1925 ATHERHOLT ROAD, LYNCHBURG, VA, 24501, United States
Phone
434-845-1266
Fax
434-845-2904
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.02B
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $106.4M |
| High net worth individuals | 287 | $823.6M |
| Pension/profit sharing plans | 3 | $13.3M |
| Charitable organizations | 9 | $54.4M |
| Corporations/business entities | 12 | $25.3M |
States served
CO, GA, LA, MD, NY, NC, OH, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD