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, individual-owned limited liability company that provides financial planning and portfolio management primarily for individuals, families and small businesses, with institutional relationships as well. The firm is registered with the SEC (registered in 2021) and bills clients using a mix of asset-based fees, hourly charges and fixed fees. Investment work appears tilted toward publicly traded pooled vehicles and third-party managers, and the firm reports being an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$125M in ETFs
78%
$97.1M
17%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $15.6M | 22,326 | 12.50% |
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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