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SMITH SALLEY WEALTH MANAGEMENT
SMITH, SALLEY & ASSOCIATES, LLC
CRD 129614 · SEC 801-62538
324 WEST WENDOVER AVENUE, SUITE 301, GREENSBORO, NC, 27408, United States
Phone
336-379-7556
Fax
336-379-8606
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.89B
Discretionary AUM
$2.89B
Team
18 total employees; 15 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 410 | $179.8M |
| High net worth individuals | 683 | $2.50B |
| Charitable organizations | 11 | $39.4M |
| Corporations/business entities | 25 | $170.9M |
States served
CA, GA, KY, MD, MA, NJ, NY, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD