Unclaimed Profile

Michael Robert Dewitt

SMITH & HOWARD WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Clean record23 years registeredSMITH & HOWARD WEALTH MANAGEMENT, LLC

271 17TH STREET NW, ATLANTA, GA 30363CRD# 4646371Firm CRD# 109540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Robert Dewitt · ATLANTA, GA

Registration

CRD #4646371 · SMITH & HOWARD WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CORIENT

Nov 2022 – present

CI BRIGHTWORTH PRIVATE WEALTH

Jun 2016 – Mar 2023

ATLANTA, GA

SMITH & HOWARD WEALTH MANAGEMENT, LLC

May 2003 – Jul 2016

ATLANTA, GA

Registrations & Exams

Registration record

First registered · May 16, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH & HOWARD WEALTH MANAGEMENT, LLC

CRD 109540 · SEC 801-56734

AUM

$647M

Regulatory assets under management

Employees

685 client accounts

Services offered by SMITH & HOWARD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH & HOWARD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Robert Dewitt offer?

Michael Robert Dewitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Michael Robert Dewitt's credentials?

Michael Robert Dewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Robert Dewitt located?

Michael Robert Dewitt is based in ATLANTA, Georgia, working with SMITH & HOWARD WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Michael Robert Dewitt charge for services?

Michael Robert Dewitt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH & HOWARD WEALTH MANAGEMENT, LLC?

SMITH & HOWARD WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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