Smith Wealth Advisors, LLC

Smith Wealth Advisors, LLC (CRD# 269848) is a financial advisory firm headquartered in Austin, TX. They manage $4,520,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $173,846
Compensation Options
  • A percentage of assets under your management
  • 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
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.

TX

Financial Advisors at Smith Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Cindy A. Mikel
CRD#: 5970446
6836 Bee Caves Road, Suite 272, Austin, TX 78746
93
Wealthminder
score

Cindy Mikel (CRD# 5970446) is an Investment Advisor Representative working at Smith Wealth Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.

2
Jonathan S. Beck
CRD#: 6696462
6836 Bee Caves Road, Suite 272, Austin, TX 78746
88
Wealthminder
score

Jonathan Beck (CRD# 6696462) is an Investment Advisor Representative working at Smith Wealth Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

3
Ronald D. Smith
CRD#: 2413775
6836 Bee Caves Road, Suite 272, Austin, TX 78746
83
Wealthminder
score

Ronald Smith (CRD# 2413775) is an Investment Advisor Representative working at Smith Wealth Advisors, LLC in Austin, TX and has over 24 years of experience in the finance industry.

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