SMITH & HOWARD WEALTH MANAGEMENT, LLC

ATLANTA, Georgia·4 registered advisors·CRD# 109540
SEC# 801-567340404-874-6244
01

Firm Overview

AUM
$647M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SMITH & HOWARD WEALTH MANAGEMENT, LLC

4 registered advisors
Bradley Dale Swinsburg
ATLANTA, Georgia
Frederick Starr Wright
ATLANTA, Georgia
Michael Robert Dewitt
ATLANTA, Georgia
Timothy Fair Agnew
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
4 advisors

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Data sourced from SEC Form ADV filings. SMITH & HOWARD WEALTH MANAGEMENT, LLC (CRD# 109540) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.