SMITH PARTNERS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$196,113,579
Discretionary
$184,777,241
Non-discretionary
$11,336,338
Firm details
- CRD number
- 112231
- SEC file number
- 801-120950
- Main office
- GREENSBORO, NC, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://smithpartnerswealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.