Smith & Howard Wealth Management, LLC

Smith & Howard Wealth Management, LLC (CRD# 109540) is a financial advisory firm headquartered in Atlanta, GA. They manage $484,073,078 in 583 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
http://www.smithhowardwealth.com
By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $830,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

FL, GA, TX

Financial Advisors at Smith & Howard Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Timothy Agnew, financial advisor Atlanta GA
Timothy F. Agnew
CRD#: 4368749
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Timothy Agnew (CRD# 4368749) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Timothy Agnew 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.

2
Robert Kaercher, financial advisor Atlanta GA
Robert L. Kaercher
CRD#: 1952599
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Robert Kaercher (CRD# 1952599) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

3
Valerie Nichols, financial advisor Atlanta GA
Valerie J. Nichols
CRD#: 6653679
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Valerie Nichols (CRD# 6653679) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

4
Bradley Swinsburg, financial advisor Atlanta GA
Bradley D. Swinsburg
CRD#: 3100975
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Bradley Swinsburg (CRD# 3100975) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

5
Julio Barahona, financial advisor Atlanta GA
Julio Barahona
CRD#: 7067105
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Julio Barahona (CRD# 7067105) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

6
Michael Mueller, financial advisor Atlanta GA
Michael C. Mueller
CRD#: 7417673
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Michael Mueller (CRD# 7417673) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Michael Mueller 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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