| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Dale Swinsburg Control | Chief Investment Officer | Under 5% | 2019 |
| Debbie Rosner Torrance Control | Secretary | Under 5% | 2022 |
| Sean C Taylor Control | Treasurer | Under 5% | 2022 |
Smith & Howard Wealth Management, LLC reports $726.9 million in regulatory assets under management on its Form ADV.
Smith & Howard Wealth Management, LLC reports 10 employees.
Smith & Howard Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 1999.
Smith & Howard Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 271 17th Street NW, Suite 2100, Atlanta, GA 30363 |
| Phone | 404-874-6244 |
| Fax | 404-874-1658 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $726.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $726.9M |