Smith & Howard Wealth Management, LLC
Smith & Howard Wealth Management, LLC (CRD# 109540) is a financial advisory firm headquartered in Atlanta, GA. They manage $502,536,922 in 640 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management503MILLION
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Total Number of Accounts640ACCOUNTS
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Average Account Value$785,214
- 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)
FL, GA, TX
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.
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.
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.
Bradley Swinsburg (CRD# 3100975) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
Julio Barahona (CRD# 7067105) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.
Jace Brooks (CRD# 4795155) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.
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.