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SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231File 801-120950
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 124 | 123 | decreased by1 |
| Apr 1, 2026 | AUM | $174,515,048 | $196,113,579 | increased by$21,598,531 |
| Apr 1, 2026 | Accounts | 434 | 416 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 151 | 124 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $135,203,151 | $174,515,048 | increased by$39,311,897 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 507 | 434 | decreased by73 |
| Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| Oct 1, 2022 | Clients | 155 | 151 | decreased by4 |
| Oct 1, 2022 | AUM | $151,997,960 | $135,203,151 | decreased by$16,794,809 |
| Oct 1, 2022 | Accounts | 155 | 507 | increased by352 |
| Apr 1, 2022 | Clients | 207 | 155 | decreased by52 |
| Apr 1, 2022 | AUM | $127,518,014 | $151,997,960 | increased by$24,479,946 |
| Apr 1, 2022 | Accounts | 213 | 155 | decreased by58 |
| May 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SMITH PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SMITH PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.