SMITH & HOWARD WEALTH MANAGEMENT, LLC

271 17th Street Nw
Suite 2100
Atlanta, Georgia 30363
Tel: 404-874-6244

About SMITH & HOWARD WEALTH MANAGEMENT, LLC

SMITH & HOWARD WEALTH MANAGEMENT, LLC, formally registered with the SEC as SMITH & HOWARD WEALTH MANAGEMENT, LLC. The firm was established in 08/02/1999. They have over 1 offices throughout the country.

SMITH & HOWARD WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $646,535,276 assets under management, offering retirement planning & investment advisory services to 685 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109540
SEC#	801-56734
Assets Managed by Firm	$646,535,276
No. of Clients	685
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	685	$646,535,276
Individuals (other than high net worth individuals)	74	$37,903,638
High net worth individuals	131	$602,549,510
Charitable organizations	5	$4,456,595
Corporations or other businesses	Fewer than 5 clients	$1,625,533

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