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).

Current Firm Details
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
https://twitter.com/shwm_familycfo
By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $785,214
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
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 - 7 of 7 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.

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 25 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 4 years of experience in the finance industry.

6
Jace Brooks, financial advisor Atlanta GA
Jace W. Brooks
CRD#: 4795155
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

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.

7
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.

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.

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