SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD #112231 SEC #801-120950 GREENSBORO, NC 336 272 9488
SEC Registered
Total AUM
$174.5M
Discretionary
$171M
Employees
4
Clients
101
Accounts
434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $174.5M | $171M | $3.5M | 4 | 1 |
| Feb 2025 | $174.5M | $171M | $3.5M | 4 | 1 |
| Feb 2025 | $150.2M | $145.2M | $5M | 4 | 0 |
| Aug 2024 | $150.2M | $145.2M | $5M | 4 | 0 |
| Mar 2024 | $150.2M | $145.2M | $5M | 4 | 0 |
| Feb 2024 | $139.7M | $124.2M | $15.4M | 4 | 0 |
| Nov 2023 | $139.7M | $124.2M | $15.4M | 4 | 0 |
| Feb 2023 | $139.7M | $124.2M | $15.4M | 5 | 0 |
| Sep 2022 | $135.2M | $120.7M | $14.5M | 5 | 0 |
| Sep 2022 | $135.2M | $120.7M | $14.5M | 5 | 0 |
| Mar 2022 | $152M | $152M | $0 | 4 | 0 |
| Mar 2022 | $152M | $152M | $0 | 4 | 0 |
| Aug 2021 | $127.5M | $127.5M | $0 | 4 | 0 |
| Mar 2021 | $127.5M | $127.5M | $0 | 4 | 0 |
| Jun 2012 | $26.7M | $26.7M | $0 | 1 | 26 |
| May 2012 | $26.7M | $26.7M | $0 | 1 | 26 |
| Mar 2012 | $27.5M | $27.5M | $0 | 1 | 26 |
| Mar 2011 | $29.7M | $27.4M | $2.3M | 5 | -- |
| Mar 2009 | $25.2M | $24.2M | $952.4K | 5 | -- |
| Mar 2008 | $41.8M | $41.7M | $109.3K | 5 | -- |
| Sep 2007 | $46.5M | $45.4M | $1M | 5 | -- |
| Mar 2007 | $46.5M | $45.4M | $1M | 5 | -- |
| Mar 2006 | $38.3M | $37.7M | $536.4K | 5 | -- |
DateJun 2025
Total AUM$174.5M
Discretionary$171M
Non-Disc.$3.5M
Employees4
Clients1
DateFeb 2025
Total AUM$174.5M
Discretionary$171M
Non-Disc.$3.5M
Employees4
Clients1
DateFeb 2025
Total AUM$150.2M
Discretionary$145.2M
Non-Disc.$5M
Employees4
Clients0
DateAug 2024
Total AUM$150.2M
Discretionary$145.2M
Non-Disc.$5M
Employees4
Clients0
DateMar 2024
Total AUM$150.2M
Discretionary$145.2M
Non-Disc.$5M
Employees4
Clients0
DateFeb 2024
Total AUM$139.7M
Discretionary$124.2M
Non-Disc.$15.4M
Employees4
Clients0
DateNov 2023
Total AUM$139.7M
Discretionary$124.2M
Non-Disc.$15.4M
Employees4
Clients0
DateFeb 2023
Total AUM$139.7M
Discretionary$124.2M
Non-Disc.$15.4M
Employees5
Clients0
DateSep 2022
Total AUM$135.2M
Discretionary$120.7M
Non-Disc.$14.5M
Employees5
Clients0
DateSep 2022
Total AUM$135.2M
Discretionary$120.7M
Non-Disc.$14.5M
Employees5
Clients0
DateMar 2022
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2012
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$29.7M
Discretionary$27.4M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2009
Total AUM$25.2M
Discretionary$24.2M
Non-Disc.$952.4K
Employees5
Clients--
DateMar 2008
Total AUM$41.8M
Discretionary$41.7M
Non-Disc.$109.3K
Employees5
Clients--
DateSep 2007
Total AUM$46.5M
Discretionary$45.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$46.5M
Discretionary$45.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2006
Total AUM$38.3M
Discretionary$37.7M
Non-Disc.$536.4K
Employees5
Clients--