Amy V. Smith Wealth Management, LLC
Amy V. Smith Wealth Management, LLC (CRD# 156151) is a financial advisory firm headquartered in Leesburg, VA. They manage $42,187,324 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Amy V. Smith Wealth Management, LLC
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts106ACCOUNTS
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Average Account Value$397,994
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, VA
Financial Advisors at Amy V. Smith Wealth Management, LLC
No Advisor Found.
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