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| Smith & Howard Wealth Management LLC
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|---|---|
| CRD # | 109540 |
| SEC # | 801-56734 |
| CIK # | 0001543991 |
| AUM | 726.9 M (2026-01-12) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 404-874-6244 |
| Address | 271 17th Street NW Atlanta, GA 30363 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca Cola Co | 5.8 | ||
| Apple Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 45.1 |
| (b) Individuals (high net worth individuals) | 139 | 675.2 |
| (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 | 0 | 4.8 |
| (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 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 750 | 726.9 |
| By Discretionary | ||
| Discretionary | 750 | 726.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 750 | 726.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 726.9 | |
| Total | 750 | 726.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001543991] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 728.5 M |
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Meadow Creek Wealth Advisors LLC
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AAF Wealth Management LLC
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MA | 727.6 M |
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Tradewinds Capital Management LLC
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Quantum Financial Planning Services Inc
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Silver Heights Capital Management Inc
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727.1 M | |
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Virtus Family Office LLC
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TX | 726.9 M |
|
Woodstock Wealth Management Inc
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|
GA | 726.6 M |
|
Renaissance Investment Group LLC
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|
MA | 726.1 M |
|
Bright Financial Advisors Inc
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|
MI | 725.5 M |