Smith & Howard Wealth Management LLC


Assets, Funds, Holdings

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Smith & Howard Wealth Management LLC
CRD #109540
SEC #801-56734
AUM $565.1 MM (100% Disc, 100% US, 2020-03-03)
Employees9 (78% Investors, 0% Brokers)
Address271 17th Street NW
Atlanta, GA 30363
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
VTI 70.3
ACWX 27.3
VWO 9.6
FISV 70,460.0 9.5
EFA 6.5
BLKB 2,860.0 5.1
KO 197,950.0 4.5
XLK 4.4
IEFA 4.3
EEM 3.2
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Pine Valley Investments Limited Liability Company
NJ 0.6
Wasmer Schroeder & Company LLC
OH 0.6
Macguire Cheswick & Tuttle Investment Counsel LLC
CT 0.6
Investment Consulting Group LLC
CO 0.6
Evaluation Associates Capital Markets Inc
CT 0.6
Mirae Asset Global Investimentos Brasil Gestao De Recursos Ltd
AGP / Alliance Global Partners Corp
CT 0.6
PCG Asset Management LLC
CA 0.6
Commerce Brokerage Services Inc
MO 0.6
Towneley Capital Management Inc
CA 0.6
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