Smith & Howard Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Smith & Howard Wealth Management LLC
CRD #109540
SEC #801-56734
CIK #0001543991
AUM$490.1 MM
Employees8
Phone404-874-6244
Address271 17th Street NW Suite 1600
Atlanta, GA 30363
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 88.2
ACWX 33.9
VWO 11.2
FISV 33,690.0 10.7
AMJ 7.5
EFA 7.5
BLKB 3,820.0 7.5
XLK 6.0
EEM 4.2
DIA 3.3
View All
Holdings by Sector ($BB)
Comparable Firms AUM ($BB)
Lindner Capital Advisors Inc
0.5
Rollins Financial Inc
0.5
Berkeley Capital Partners LLC
0.5
Liquid Strategies LLC
0.5
Kays Financial Advisory Corp
0.5
Aprio Wealth Management LLC
0.5
The Strategic Financial Alliance Inc
0.5
Retirement Fund Management LLC
0.5
Family WMS LLC
0.5
Decatur Capital Management Inc
0.5