Smith & Howard Wealth Management, LLC
Smith & Howard Wealth Management, LLC is an SEC-registered wealth manager in Atlanta, GA with $726.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Smith & Howard Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109540, SEC 801-56734, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $726.9M (2026-01-12)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 10
- Clients
- 217
- CRD
- 109540
- Ownership
- WRIGHT INVESTMENT MANAGEMENT, INC.; SMITH & HOWARD HOLDING, LLC; WRIGHT, FREDERICK, STARR; DEWITT, MICHAEL, ROBERT; HOWARD, JAMES, CHESTER
How much AUM does Smith & Howard Wealth Management, LLC have?
Smith & Howard Wealth Management, LLC reported $726.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Smith & Howard Wealth Management, LLC?
Disclosed owners and executives of Smith & Howard Wealth Management, LLC include WRIGHT INVESTMENT MANAGEMENT, INC., SMITH & HOWARD HOLDING, LLC, WRIGHT, FREDERICK, STARR, DEWITT, MICHAEL, ROBERT, HOWARD, JAMES, CHESTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.