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James Woodson White

ELM Partners Management LLC

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About James Woodson White

James Woodson White is an Investment Advisor Representative registered with ELM Partners Management LLC. James is a registered investment advisor in Pennsylvania and Texas. James has been in the industry since February 2008 and has worked for several companies, including PAC Partners in Los Angeles, California. James currently works for ELM Partners Management LLC in Wilson, Wyoming and specializes in financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. ELM Partners Management LLC is a registered investment adviser with the Securities and Exchange Commission. The firm provides a variety of services, including financial planning, portfolio management, and investment advice. ELM Partners Management LLC has over $1.5 billion in assets under management and serves a variety of clients, including high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

James White is currently registered with ELM Partners Management LLC. ELM Partners Management LLC is an investment advisor based in Philadelphia, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles. As of 2022, ELM Partners manages over $1.5 billion in assets for clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
ELM Partners Management LLC

50 S 16TH ST.

PHILADELPHIA, PA 19102

$1.50B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James White’s Registration & Firm History

PA

06/20/2018 - Present

ELM Partners Management LLC (Philadelphia PA)

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Licenses & Designations

IA

Issued 04/19/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Woodson White.
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