# SMITH PARTNERS WEALTH MANAGEMENT, LLC

SMITH PARTNERS WEALTH MANAGEMENT, LLC of GREENSBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 112231
- Type: SEC-registered investment adviser
- SEC file number: 801-120950
- Location: 128 E FISHER AVE, GREENSBORO, NC, 27401-2034
- Phone: 336 272 9488
- Latest filing: 2026-03-10
- Regulatory AUM: $196.1M
- Discretionary AUM: $184.8M
- Non-discretionary AUM: $11.3M
- Clients: 4
- Accounts: 416

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Anne Flegal Smith | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Jonathan Wilds Smith | FOUNDING PARTNER; MANAGING PARTNER | — |
| Justin Winship Smith | CHIEF INVESTMENT STRATEGIST; MANAGING PARTNER | — |
| SMITH ANNE FLEGAL | EXECUTIVE VICE PRESIDENT; MANAGING PARTNER; PARTNER CCO (+1 more) | — |
| MAY HUGO BRIAN | CHIEF OPERATIONS OFFICER; PARTNER; PARTNER COO (+1 more) | — |
| SMITH JONATHAN WILDS | MANAGING PARTNER; MANAGING PARTNER CEO; PRESIDENT | — |
| SMITH JUSTIN WINSHIP | CHIEF INVESTMENT STRATEGIST | — |
| Boatman Stephen Edward | CLIENT ASSOCIATE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112231/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112231/similar
- Related entities: https://search.stillhousedata.com/firm/112231/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112231

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.