Smith Partners Wealth Management, LLC

Smith Partners Wealth Management, LLC (CRD# 112231) is a financial advisory firm headquartered in Greensboro, NC. They manage $150,243,306 in 470 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $319,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Smith Partners Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan W. Smith
CRD#: 820376
128 E. Fisher Avenue, Greensboro, NC 27401

Jonathan Smith (CRD# 820376) is an Investment Advisor Representative working at Smith Partners Wealth Management, LLC in Greensboro, NC and has over 11 years of experience in the finance industry.

2
Justin W. Smith
CRD#: 6035756
128 E. Fisher Avenue, Greensboro, NC 27401

Justin Smith (CRD# 6035756) is an Investment Advisor Representative working at Smith Partners Wealth Management, LLC in Greensboro, NC and has 1 year of experience in the finance industry.

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