SMITH PARTNERS WEALTH MANAGEMENT, LLC

GREENSBORO, North Carolina·4 registered advisors·CRD# 112231
SEC# 801-1209502336 272 9488
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SMITH PARTNERS WEALTH MANAGEMENT, LLC

4 registered advisors
Anne Flegal Smith
GREENSBORO, North Carolina
Jonathan Wilds Smith
GREENSBORO, North Carolina
Justin Winship Smith
GREENSBORO, North Carolina
Stephen Edward Boatman
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
4 advisors

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Data sourced from SEC Form ADV filings. SMITH PARTNERS WEALTH MANAGEMENT, LLC (CRD# 112231) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.