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SMITH & HOWARD WEALTH MANAGEMENT, LLC
CRD 109540 · SEC 801-56734
271 17TH STREET NW, SUITE 2100, ATLANTA, GA, 30363, United States
Phone
404-874-6244
Fax
404-874-1658
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$726.9M
Discretionary AUM
$726.9M
Team
10 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $45.1M |
| High net worth individuals | 139 | $675.2M |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD