SMITH & HOWARD WEALTH MANAGEMENT, LLC

CRD 109540File 801-56734

APPROVED

Retail clients

Custody

Filing as of Jan 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$726.9M

Above cohort median (national)

Discretionary AUM

$726.9M

Clients

217

750 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Aug 2, 1999
Principal office: 271 17TH STREET NW, SUITE 2100, ATLANTA, GA, 30363
Phone: 404-874-6244
Website: https://twitter.com/SHWM_FamilyCFO

Assets & accounts

ADV Item 5F

Total regulatory AUM: $726.9M
Discretionary AUM: $726.9M
Non-discretionary AUM: $0
Discretionary accounts: 750
Non-discretionary accounts: 0
Total accounts: 750
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.8M
Charitable organizations	Fewer than 5	$4.8M
High net worth individuals	139	$675.2M
Individuals (other than high net worth individuals)	78	$45.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.