SMITH & HOWARD WEALTH MANAGEMENT, LLC

SMITH & HOWARD WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 109540). Regulatory assets under management: $726.9M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (27)

Showing 25 of 27 people.

NameRoleLocation
Timothy Fair AgnewPRESIDENT, CHIEF COMPLIANCE OFFICER
Bradley Dale SwinsburgCHIEF INVESTMENT OFFICER
Debbie Rosner TorranceSECRETARY
Sean C TaylorTREASURER
Tyler Thomas ZachemMANAGING MEMBER; OWNER
HOWARD JAMES CHESTERMEMBER
SMITH JOSEPH BRAXTONMEMBER
ST JOHN III WADEMEMBER
LUCHT JOHN WILLIAMMEMBER
TORRANCE DEBBIE RMEMBER
WRIGHT FREDERICK STARRCCO; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
AGNEW TIMOTHY FAIRMEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER
DEWITT MICHAEL ROBERTMEMBER; MEMBER/CHIEF COMPLIANCE OFFICER
TORRANCE DEBBIE ROSNERMEMBER; SECRETARY
TAYLOR SEAN CMEMBER; TREASURER
WILLIS MARVIN HMEMBER
AZAR MARC AMEMBER
ADKINSON PAULMEMBER
LEFEVRE ANITA MMEMBER
ST JOHN III WADE HAMPTONMEMBER
ABRAMS MARK EDWARDMEMBER
MALIS JODI MMEMBER
HORNE MELISSA LMEMBER
SPITZER JASON SEANMEMBER
SWINSBURG BRADLEY DALECHIEF INVESTMENT OFFICER

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