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Smith Partners Wealth Management, LLC

● SEC registered since 2021CRD 112231SEC# 801-120950Greensboro, NC
Export (members)
Reg. AUM
$174.5M
Employees
4
Accounts
434
Location
Greensboro, NC

Smith Partners Wealth Management, LLC assets under management

Smith Partners Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2021. It reports $174.5 million in regulatory assets under management and employs 4 people.
smithpartnerswealth.comView on SEC.gov ↗

Smith Partners Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anne Flegal Smith ControlPartner, Chief Compliance Officer10-25%2003
Jonathan Wilds Smith ControlFounding Partner10-25%2003
Justin Winship Smith ControlManaging PartnerOver 75%2021

Frequently asked questions

How much does Smith Partners Wealth Management, LLC manage?

Smith Partners Wealth Management, LLC reports $174.5 million in regulatory assets under management on its Form ADV.

How many employees does Smith Partners Wealth Management, LLC have?

Smith Partners Wealth Management, LLC reports 4 employees.

Where is Smith Partners Wealth Management, LLC located?

Smith Partners Wealth Management, LLC is based in Greensboro, NC and has been SEC-registered since 2021.

Does Smith Partners Wealth Management, LLC disclose fund performance?

Smith Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address128 E Fisher Ave, Greensboro, NC 27401-2034
Phone336 272 9488
Fax336-272-2654
Office hours9a.m.-5p.m. (Fri 9a.m.-1p.m.)
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171M
Non-discretionary$3.5M
Total (RAUM)$174.5M