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SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231File 801-120950
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$196.1M
Below cohort median (national)
Discretionary AUM
$184.8M
Non-discretionary $11.3M
Clients
123
416 accounts
Employees
4
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 26, 2021
- Principal office
- 128 E FISHER AVE, GREENSBORO, NC, 27401-2034
- Phone
- 336 272 9488
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $196.1M
- Discretionary AUM
- $184.8M
- Non-discretionary AUM
- $11.3M
- Discretionary accounts
- 410
- Non-discretionary accounts
- 6
- Total accounts
- 416
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.5M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 61 | $161.3M |
| Pension and profit sharing plans | Fewer than 5 | $9.0M |
| Individuals (other than high net worth individuals) | 57 | $21.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.