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 $46,837,000 in 106 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Amy V. Smith Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Amy V. Smith
CRD#: 2004409
161 Fort Evans Road Ne, Suite 345, Leesburg, VA 20176

Amy Smith (CRD# 2004409) is an Investment Advisor Representative working at Amy V. Smith Wealth Management, LLC in Leesburg, VA and has over 22 years of experience in the finance industry. Amy Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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