Traner Smith Wealth Management, Inc.

Overview

Traner Smith Wealth Management, Inc. is structured as a corporation owned by an individual and functions primarily as a capital allocator that selects other advisers to implement investment strategies. The firm is registered with the SEC (registration year not specified in public records) and reports a fee structure categorized as "Other." It does not identify as an active ESG investor, does not operate as a multistate adviser, and is not listed as a pension consultant or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices