SMITH PARTNERS WEALTH MANAGEMENT, LLC

128 E Fisher Ave
Greensboro, North Carolina 27401-2034
Tel: 336 272 9488

About SMITH PARTNERS WEALTH MANAGEMENT, LLC

SMITH PARTNERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as SMITH PARTNERS WEALTH MANAGEMENT, LLC. The firm was established in 04/26/2021. They have over 3 offices throughout the country.

SMITH PARTNERS WEALTH MANAGEMENT, LLC is a Greensboro, North Carolina based Financial Planning firm with nearly $174,515,048 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112231
SEC#	801-120950
Assets Managed by Firm	$174,515,048
No. of Clients	434
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	434	$174,515,048
Individuals (other than high net worth individuals)	50	$14,126,379
High net worth individuals	69	$149,160,279
Pension and profit sharing plans	2	$6,991,240
Charitable organizations	2	$1,090,696
Corporations or other businesses	1	$3,146,454

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