James Woodson White
Investment adviser representative at Elm Wealth
18 yearsExperience
2 statesRegistered in
$3BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Elm WealthApr 2018 to now
- Elm Partners Management LLCNov 2017 to now
- UnemployedJul 2017 to Nov 2017
- Pac PartnersFeb 2008 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Elm Wealth
Legal name: Elm Partners Management LLC
$3BAssets managed
655Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4875996
- Firm CRD
- 167225