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 $32,700,000 in 98 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$333,673
- A percentage of assets under your management
- Hourly charges
- 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)
GA, TX, VA
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.