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| Happy Holidays!! thanks for using AUM13F!! |
| Smith Partners Wealth Management LLC
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|---|---|
| CRD # | 112231 |
| SEC # | 801-120950 |
| CIK # | |
| AUM | $174.5 M (2025-06-10) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 336-272-9488 |
| Address | 128 E Fisher Ave Greensboro, NC 27401-2034 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 14.1 |
| (b) Individuals (high net worth individuals) | 69 | 149.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.0 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 174.5 |
| By Discretionary | ||
| Discretionary | 425 | 171.0 |
| Non-Discretionary | 9 | 3.5 |
| Total | 434 | 174.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.5 | |
| Total | 434 | 174.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Excel Capital Management Corp
✚
|
NJ | 0.2 |
|
Flack Ember Louise
✚
|
0.2 | |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
KMT Wealth Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LC
✚
|
FL | 0.2 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Sandia Wealth Management LLC
✚
|
NM | 0.2 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.2 |
|
Renaud & Company LLC
✚
|
MO | 0.2 |