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, SEC-registered RIA organized as an LLC and registered in 2021. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Smith Partners identifies as an active ESG investor and appears to use mutual funds and ETFs as core building blocks rather than functioning as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 50Active vs passive
$117M in ETFs
82%
$96.2M
12%
$20.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $13.2M | 153,091 | 11.29% |
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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