Smith Partners Wealth Management, LLC
Smith Partners Wealth Management, LLC is an SEC-registered wealth manager in Greensboro, NC with $196.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Smith Partners Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112231, SEC 801-120950, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $196.1M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Greensboro, NC
- Employees
- 4
- Clients
- 123
- CRD
- 112231
- Ownership
- SMITH, ANNE, FLEGAL; SMITH, JONATHAN, WILDS; MAY, HUGO, BRIAN; SMITH, JUSTIN, WINSHIP; Boatman, Stephen, Edward
How much AUM does Smith Partners Wealth Management, LLC have?
Smith Partners Wealth Management, LLC reported $196.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Smith Partners Wealth Management, LLC?
Disclosed owners and executives of Smith Partners Wealth Management, LLC include SMITH, ANNE, FLEGAL, SMITH, JONATHAN, WILDS, MAY, HUGO, BRIAN, SMITH, JUSTIN, WINSHIP, Boatman, Stephen, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.