Jonathan Wilds Smith is listed as Founding Partner at Smith Partners Wealth Management, LLC in Greensboro, NC. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Smith Partners Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan Wilds Smith work?
Jonathan Wilds Smith is listed as Founding Partner at Smith Partners Wealth Management, LLC on SEC Form ADV.
How much of Smith Partners Wealth Management, LLC does Jonathan Wilds Smith own?
Form ADV reports a beneficial ownership band of 10-25%.