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| Smith & Howard Wealth Management LLC
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| |
|---|---|
| CRD # | 109540 |
| SEC # | 801-56734 |
| CIK # | 0001543991 |
| AUM | $502.5 MM (2024-01-15) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 404-874-6244 |
| Address | 271 17th Street NW Atlanta, GA 30363 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.8 | |
| MSFT | 1,918,222.4 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 29.5 |
| (b) Individuals (high net worth individuals) | 130 | 467.3 |
| (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 | 4.3 |
| (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 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 640 | 502.5 |
| By Discretionary | ||
| Discretionary | 640 | 502.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 640 | 502.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 502.5 | |
| Total | 640 | 502.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001543991] |
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|---|---|---|
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PASI Investments LLC
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CT | 0.5 |
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TX | 0.5 |
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Harrell Investment Partners LLC
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Carlton Hofferkamp and Jenks Wealth Management LLC
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First Fiduciary Investment Counsel Inc
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Betterwealth LLC
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CA | 0.5 |
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EMFO LLC
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