Smith Partners Wealth Management, LLC
● SEC registered since 2021CRD 112231SEC# 801-120950Greensboro, NC
Reg. AUM
$196.1M
Employees
4
Accounts
416
Location
Greensboro, NC
Smith Partners Wealth Management, LLC assets under management
Smith Partners Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2021. It reports $196.1 million in regulatory assets under management and employs 4 people.
Smith Partners Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Flegal Smith Control | Partner, Chief Compliance Officer | 10-25% | 2003 |
| Jonathan Wilds Smith Control | Founding Partner | 10-25% | 2003 |
| Justin Winship Smith Control | Managing Partner | Over 75% | 2021 |
Frequently asked questions
How much does Smith Partners Wealth Management, LLC manage?
Smith Partners Wealth Management, LLC reports $196.1 million in regulatory assets under management on its Form ADV.
How many employees does Smith Partners Wealth Management, LLC have?
Smith Partners Wealth Management, LLC reports 4 employees.
Where is Smith Partners Wealth Management, LLC located?
Smith Partners Wealth Management, LLC is based in Greensboro, NC and has been SEC-registered since 2021.
Does Smith Partners Wealth Management, LLC disclose fund performance?
Smith Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 128 E Fisher Ave, Greensboro, NC 27401-2034 |
| Phone | 336 272 9488 |
| Fax | 336-272-2654 |
| Office hours | 9a.m.-5p.m. (Fri 9a.m.-1p.m.) |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.1M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$196.1Mregulatory AUM
Discretionary $184.8MNon-discretionary $11.3M