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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Smith & Howard Wealth Management LLC
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|---|---|
| CRD # | 109540 |
| SEC # | 801-56734 |
| CIK # | 0001543991 |
| AUM | $646.5 M (2024-12-18) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 404-874-6244 |
| Address | 271 17th Street NW Atlanta, GA 30363 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.1 | ||
| Home Depot Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Coca Cola Co | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 37.9 |
| (b) Individuals (high net worth individuals) | 131 | 602.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 685 | 646.5 |
| By Discretionary | ||
| Discretionary | 685 | 646.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 685 | 646.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 646.5 | |
| Total | 685 | 646.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001543991] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Olstein Capital Management LP
✚
|
NY | 0.6 |
|
Carr Financial Group Corporation
✚
|
MA | 0.6 |
|
Traveka Wealth LLC
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CA | 0.6 |
|
Roman Butler Fullerton & Co
✚
|
MO | 0.6 |
|
Carrera Capital Advisors LLC
✚
|
MI | 0.6 |
|
Tiller Private Wealth Inc
✚
|
PA | 0.6 |
|
Dopkins Wealth Management LLC
✚
|
NY | 0.6 |
|
Ackerman Asset Management LLC
✚
|
0.6 | |
|
Schwarz Dygos Wheeler Investment Advisors LLC
✚
|
MN | 0.6 |
|
Compass Advisory Group LLC
✚
|
NY | 0.6 |