SMITH, SALLEY & ASSOCIATES, LLC
Doing business as SMITH SALLEY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$2,893,493,810
Discretionary
$2,892,536,542
Non-discretionary
$957,268
Firm details
- CRD number
- 129614
- SEC file number
- 801-62538
- Main office
- GREENSBORO, NC, United States
- Employees
- 18
- SEC status
- Approved
- Website
- HTTPS://WWW.SMITH-SALLEY.COM
- Fee structure
-
Percentage of AUM
As of October 2026.