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| Smith Partners Wealth Management LLC
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| |
|---|---|
| CRD # | 112231 |
| SEC # | 801-120950 |
| CIK # | |
| AUM | $150.2 MM (2024-08-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 336-272-9488 |
| Address | 128 E Fisher Ave Greensboro, NC 27401-2034 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 13.8 |
| (b) Individuals (high net worth individuals) | 71 | 126.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.7 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 470 | 150.2 |
| By Discretionary | ||
| Discretionary | 430 | 145.2 |
| Non-Discretionary | 40 | 5.0 |
| Total | 470 | 150.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.2 | |
| Total | 470 | 150.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kapusta Financial Group Inc
✚
|
PA | 0.2 |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.2 |
|
Cedarstone Advisors
✚
|
CA | 0.2 |
|
Carroll Investors Inc
✚
|
SC | 0.2 |
|
Carlin Wealth Management Group LLC
✚
|
TX | 0.2 |
|
Waterford Capital Investment Advisory Services LLC
✚
|
TX | 0.2 |
|
Oakmont Investment Advisors Inc
✚
|
PA | 0.2 |
|
Guidedmoney LLC
✚
|
WI | 0.1 |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.1 |
|
Kirk Capital Advisors LLC
✚
|
VA | 0.1 |