SMITH PARTNERS WEALTH MANAGEMENT, LLC of GREENSBORO, NC is an SEC-registered investment adviser (CRD 112231). Regulatory assets under management: $196.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |