SMITH PARTNERS WEALTH MANAGEMENT, LLC

CRD #112231 SEC #801-120950 GREENSBORO, NC 336 272 9488

SEC Registered

Total AUM

$174.5M

Discretionary

$171M

Employees

Clients

101

Accounts

434

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 10, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MAY, HUGO, BRIAN	I	PARTNER, SENIOR PORTFOLIO MANAGER	NA	Control
MAY, HUGO, BRIAN	I	PARTNER, SENIOR PORTFOLIO MANAGER	NA	Control
MAY, HUGO, BRIAN	I	PARTNER, SENIOR PORTFOLIO MANAGER	NA	Control
MAY, HUGO, BRIAN	I	PARTNER, SENIOR PORTFOLIO MANAGER	NA	Control
SMITH, JUSTIN, WINSHIP	I	MANAGING PARTNER	E	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	E	Control
SMITH, JUSTIN, WINSHIP	I	MANAGING PARTNER	E	Control
SMITH, ANNE, FLEGAL	I	PARTNER CCO	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	D	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
SMITH, JUSTIN, WINSHIP	I	CHIEF INVESTMENT STRATEGIST	C	Control
Boatman, Stephen, Edward	I	CLIENT ASSOCIATE	B
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	B	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	B	Control
SMITH, ANNE, FLEGAL	I	PARTNER, CHIEF COMPLIANCE OFFICER	B	Control
SMITH, JONATHAN, WILDS	I	FOUNDING PARTNER	B	Control
SMITH, JONATHAN, WILDS	I	MANAGING PARTNER	B	Control
SMITH, JONATHAN, WILDS	I	FOUNDING PARTNER	B	Control

Registrations

Federal

Jun 10, 2025 REGISTERED

Notice Filings (3)

FL NC TX

Address

128 E FISHER AVE
GREENSBORO, NC 27401-2034
United States

Phone: 336 272 9488