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).
Current Firm Details
By the Numbers
-
Total Assets Under Management150MILLION
-
Total Number of Accounts470ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, TX
Financial Advisors at Smith Partners Wealth Management, LLC
1
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 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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