SMITH & HOWARD WEALTH MANAGEMENT, LLC
CRD #109540 SEC #801-56734 ATLANTA, GA 404-874-6244
SEC Registered
Total AUM
$502.5M
Discretionary
$502.5M
Employees
11
Clients
101
Accounts
640
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $646.5M | $646.5M | $0 | 10 | 8 |
| Oct 2024 | $502.5M | $502.5M | $0 | 11 | 2 |
| Sep 2024 | $502.5M | $502.5M | $0 | 11 | 2 |
| Jan 2024 | $502.5M | $502.5M | $0 | 11 | 2 |
| Dec 2023 | $502.5M | $502.5M | $0 | 11 | 2 |
| Jan 2023 | $482.9M | $482.9M | $0 | 10 | 5 |
| Jan 2023 | $484.1M | $484.1M | $0 | 9 | 5 |
| Dec 2022 | $484.1M | $484.1M | $0 | 9 | 5 |
| Nov 2022 | $484.1M | $484.1M | $0 | 9 | 5 |
| Nov 2022 | $484.1M | $484.1M | $0 | 9 | 5 |
| May 2022 | $484.1M | $484.1M | $0 | 9 | 5 |
| Mar 2022 | $484.1M | $484.1M | $0 | 9 | 5 |
| Jan 2022 | $396.2M | $396.2M | $0 | 9 | 3 |
| Aug 2021 | $396.2M | $396.2M | $0 | 9 | 3 |
| Mar 2021 | $396.2M | $396.2M | $0 | 9 | 3 |
| Oct 2020 | $565.1M | $565.1M | $0 | 9 | 2 |
| Jul 2020 | $565.1M | $565.1M | $0 | 9 | 2 |
| Jun 2020 | $565.1M | $565.1M | $0 | 9 | 2 |
| Mar 2020 | $565.1M | $565.1M | $0 | 9 | 2 |
| Jan 2020 | $490.1M | $490.1M | $0 | 8 | 2 |
| Feb 2019 | $490.1M | $490.1M | $0 | 8 | 2 |
| Nov 2018 | $534.9M | $534.9M | $0 | 7 | 0 |
| Jul 2018 | $534.9M | $534.9M | $0 | 7 | 0 |
| Apr 2018 | $534.9M | $534.9M | $0 | 9 | 0 |
| Feb 2018 | $534.9M | $534.9M | $0 | 9 | 0 |
| Jul 2017 | $480.2M | $480.2M | $0 | 10 | 200 |
| May 2017 | $480.2M | $480.2M | $0 | 10 | 200 |
| Feb 2017 | $480.2M | $480.2M | $0 | 10 | 200 |
| Aug 2016 | $566.4M | $566.4M | $0 | 8 | 200 |
| Jul 2016 | $566.4M | $566.4M | $0 | 7 | 200 |
| Mar 2016 | $566.4M | $566.4M | $0 | 10 | 200 |
| Sep 2015 | $555.1M | $555.1M | $0 | 10 | 200 |
| May 2015 | $555.1M | $555.1M | $0 | 10 | 200 |
| Mar 2015 | $555.1M | $555.1M | $0 | 10 | 200 |
| Mar 2014 | $511.2M | $511.2M | $0 | 8 | 200 |
| Jan 2014 | $428.6M | $428.6M | $0 | 8 | 181 |
| Nov 2013 | $428.6M | $428.6M | $0 | 8 | 181 |
| Nov 2013 | $428.6M | $428.6M | $0 | 8 | 181 |
| Oct 2013 | $428.6M | $428.6M | $0 | 8 | 181 |
| Feb 2013 | $428.6M | $428.6M | $0 | 8 | 181 |
| Jan 2013 | $362M | $362M | $0 | 8 | 200 |
| Dec 2012 | $362M | $362M | $0 | 8 | 200 |
| Jul 2012 | $362M | $362M | $0 | 6 | 200 |
| May 2012 | $362M | $362M | $0 | 6 | 200 |
| Mar 2012 | $362M | $362M | $0 | 6 | 200 |
| Mar 2011 | $340M | $340M | $0 | 10 | -- |
| Mar 2010 | $182.1M | $182.1M | $0 | 10 | -- |
| Jan 2010 | $159.1M | $159.1M | $0 | 5 | -- |
| Mar 2009 | $159.1M | $159.1M | $0 | 5 | -- |
| Mar 2008 | $211.2M | $211.2M | $0 | 5 | -- |
| Apr 2007 | $187M | $187M | $0 | 5 | -- |
| Apr 2007 | $187M | $187M | $0 | 5 | -- |
| Mar 2007 | $187M | $187M | $0 | 5 | -- |
| Mar 2006 | $138M | $138M | $0 | 10 | -- |
| Feb 2006 | $116.7M | $116.7M | $0 | 10 | -- |
| Oct 2005 | $116.7M | $116.7M | $0 | 10 | -- |
| Oct 2005 | $116.7M | $116.7M | $0 | 10 | -- |
| Mar 2002 | $68.9M | $68.9M | $0 | 5 | -- |
DateDec 2024
Total AUM$646.5M
Discretionary$646.5M
Non-Disc.$0
Employees10
Clients8
DateOct 2024
Total AUM$502.5M
Discretionary$502.5M
Non-Disc.$0
Employees11
Clients2
DateSep 2024
Total AUM$502.5M
Discretionary$502.5M
Non-Disc.$0
Employees11
Clients2
DateJan 2024
Total AUM$502.5M
Discretionary$502.5M
Non-Disc.$0
Employees11
Clients2
DateDec 2023
Total AUM$502.5M
Discretionary$502.5M
Non-Disc.$0
Employees11
Clients2
DateJan 2023
Total AUM$482.9M
Discretionary$482.9M
Non-Disc.$0
Employees10
Clients5
DateJan 2023
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees9
Clients5
DateDec 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees9
Clients5
DateNov 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees9
Clients5
DateNov 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees9
Clients5
DateMay 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees9
Clients5
DateMar 2022
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees9
Clients5
DateJan 2022
Total AUM$396.2M
Discretionary$396.2M
Non-Disc.$0
Employees9
Clients3
DateAug 2021
Total AUM$396.2M
Discretionary$396.2M
Non-Disc.$0
Employees9
Clients3
DateMar 2021
Total AUM$396.2M
Discretionary$396.2M
Non-Disc.$0
Employees9
Clients3
DateOct 2020
Total AUM$565.1M
Discretionary$565.1M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$565.1M
Discretionary$565.1M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$565.1M
Discretionary$565.1M
Non-Disc.$0
Employees9
Clients2
DateMar 2020
Total AUM$565.1M
Discretionary$565.1M
Non-Disc.$0
Employees9
Clients2
DateJan 2020
Total AUM$490.1M
Discretionary$490.1M
Non-Disc.$0
Employees8
Clients2
DateFeb 2019
Total AUM$490.1M
Discretionary$490.1M
Non-Disc.$0
Employees8
Clients2
DateNov 2018
Total AUM$534.9M
Discretionary$534.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$534.9M
Discretionary$534.9M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$534.9M
Discretionary$534.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$534.9M
Discretionary$534.9M
Non-Disc.$0
Employees9
Clients0
DateJul 2017
Total AUM$480.2M
Discretionary$480.2M
Non-Disc.$0
Employees10
Clients200
DateMay 2017
Total AUM$480.2M
Discretionary$480.2M
Non-Disc.$0
Employees10
Clients200
DateFeb 2017
Total AUM$480.2M
Discretionary$480.2M
Non-Disc.$0
Employees10
Clients200
DateAug 2016
Total AUM$566.4M
Discretionary$566.4M
Non-Disc.$0
Employees8
Clients200
DateJul 2016
Total AUM$566.4M
Discretionary$566.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$566.4M
Discretionary$566.4M
Non-Disc.$0
Employees10
Clients200
DateSep 2015
Total AUM$555.1M
Discretionary$555.1M
Non-Disc.$0
Employees10
Clients200
DateMay 2015
Total AUM$555.1M
Discretionary$555.1M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$555.1M
Discretionary$555.1M
Non-Disc.$0
Employees10
Clients200
DateMar 2014
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees8
Clients200
DateJan 2014
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees8
Clients181
DateNov 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees8
Clients181
DateNov 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees8
Clients181
DateOct 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees8
Clients181
DateFeb 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees8
Clients181
DateJan 2013
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees8
Clients200
DateDec 2012
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees8
Clients200
DateJul 2012
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees5
Clients--