Smith Partners Wealth Management, LLC
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 112231
- Registered since
- April 26, 2021
- Website
- smithpartnerswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.24%
- Individuals10.79%
- Pension & Profit Sharing Plans4.58%
- Corporations / Businesses1.77%
- Charitable Organizations0.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Smith Partners Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2021 and is organized as an LLC with individual ownership. The firm serves both individuals/families and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model includes assets-under-management fees alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and reports using third‑party alternative managers for select strategies; it does not present itself as a capital allocator or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Contacts
3 of 3
Jonathan Smith
Managing PartnerCRD 820376
Anne Smith
Partner and CCOCRD 4387417
Justin Smith
Co-OwnerCRD 6035756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$104M in ETFs
85%
$88.5M
9%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $10.4M | 23,771 | 10.01% |
Location
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 128 E Fisher Ave
- Time zone
- ET (UTC-5)
- Office locations
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