|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Smith WYND Capital LLC
✚
|
|
|---|---|
| CRD # | 333042 |
| SEC # | 801-131244 |
| CIK # | |
| AUM | $129.4 M (2025-05-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 615-794-8881 |
| Address | 9000 Carothers Pkwy, Franklin, TN 37067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 31.5 |
| (b) Individuals (high net worth individuals) | 33 | 74.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 163 | 22.7 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 129.4 |
| By Discretionary | ||
| Discretionary | 235 | 112.4 |
| Non-Discretionary | 159 | 16.9 |
| Total | 394 | 129.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.4 | |
| Total | 394 | 129.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The SHER Wealth Management Group Inc
✚
|
MA | 0.1 |
|
Liberty One Wealth Advisors
✚
|
PA | 0.1 |
|
Ironoak Wealth LLC
✚
|
TX | 0.1 |
|
TAM Capital Management Inc
✚
|
0.1 | |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.1 |
|
Providence Wealth Management LLC
✚
|
TN | 0.1 |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 0.1 |
|
Laguna Wealth Advisors LLC
✚
|
0.1 | |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
HOFF Brothers LLC
✚
|
WI | 0.1 |