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SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231 · SEC 801-120950
128 E FISHER AVE, GREENSBORO, NC, 27401-2034, United States
Phone
336 272 9488
Fax
336-272-2654
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.1M
Discretionary AUM
$184.8M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $21.2M |
| High net worth individuals | 61 | $161.3M |
| Pension/profit sharing plans | 2 | $9.0M |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 1 | $3.5M |
States served
NE, NC
All web addresses on file
Official SEC filing: View on IAPD