SMITH, SALLEY & ASSOCIATES, LLC
Legal name: SMITH SALLEY WEALTH MANAGEMENT
CRD #129614 SEC #801-62538 GREENSBORO, NC 336-379-7556
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
20
Clients
--
Accounts
2,791
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2.3B | $2.3B | $709.3K | 20 | 0 |
| Aug 2025 | $2.3B | $2.3B | $709.3K | 19 | 0 |
| Mar 2025 | $2.3B | $2.3B | $709.3K | 19 | 0 |
| Mar 2025 | $2.3B | $2.3B | $709.3K | 19 | 0 |
| Mar 2025 | $3.1B | $3.1B | $607.2K | 19 | 0 |
| Dec 2024 | $3.1B | $3.1B | $607.2K | 19 | 0 |
| Nov 2024 | $3.1B | $3.1B | $607.2K | 19 | 0 |
| Nov 2024 | $3.1B | $3.1B | $607.2K | 19 | 0 |
| Jun 2024 | $3.1B | $3.1B | $607.2K | 19 | 0 |
| May 2024 | $3.1B | $3.1B | $607.2K | 19 | 0 |
| Feb 2024 | $3.1B | $3.1B | $607.2K | 18 | 0 |
| Jan 2024 | $2.7B | $2.7B | $465.2K | 17 | 0 |
| Oct 2023 | $2.7B | $2.7B | $465.2K | 17 | 0 |
| Jul 2023 | $2.7B | $2.7B | $465.2K | 17 | 0 |
| Mar 2023 | $2.7B | $2.7B | $465.2K | 17 | 0 |
| Nov 2022 | $2.7B | $2.7B | $717.6K | 17 | 0 |
| Oct 2022 | $2.7B | $2.7B | $717.6K | 17 | 0 |
| Apr 2022 | $2.7B | $2.7B | $717.6K | 17 | 0 |
| Mar 2022 | $2.7B | $2.7B | $717.6K | 17 | 0 |
| Mar 2022 | $2.7B | $2.7B | $717.6K | 17 | 0 |
| Feb 2022 | $2B | $2B | $654.8K | 15 | 0 |
| Aug 2021 | $2B | $2B | $654.8K | 15 | 0 |
| Jul 2021 | $2B | $2B | $654.8K | 15 | 0 |
| Mar 2021 | $2B | $2B | $654.8K | 15 | 0 |
| Sep 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Jun 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Jun 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Apr 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Mar 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Jul 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Jun 2019 | $1.4B | $1.4B | $0 | 12 | 0 |
| Feb 2019 | $1.4B | $1.4B | $0 | 12 | 0 |
| Jun 2018 | $1.3B | $1.3B | $0 | 12 | 0 |
| May 2018 | $1.3B | $1.3B | $0 | 12 | 0 |
| May 2018 | $1.3B | $1.3B | $0 | 12 | 0 |
| Mar 2018 | $1.3B | $1.3B | $0 | 12 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 11 | 400 |
| Jan 2017 | $1.2B | $1.2B | $0 | 11 | 400 |
| Sep 2016 | $1.1B | $1.1B | $0 | 10 | 400 |
| Jul 2016 | $1.1B | $1.1B | $7.7M | 9 | 400 |
| Feb 2016 | $1.1B | $1.1B | $7.7M | 9 | 400 |
| Oct 2015 | $1B | $1B | $348.1K | 8 | 200 |
| Mar 2015 | $1B | $1B | $348.1K | 8 | 200 |
| Mar 2014 | $331.9M | $330.3M | $1.6M | 7 | 100 |
| May 2013 | $245M | $243.6M | $1.4M | 6 | 100 |
| Jan 2013 | $245M | $243.6M | $1.4M | 6 | 100 |
| Mar 2012 | $185.5M | $185.5M | $0 | 6 | 108 |
| Mar 2010 | $161.3M | $161.3M | $0 | 10 | -- |
| Feb 2007 | $87.5M | $86M | $1.5M | 10 | -- |
| Dec 2006 | $59.1M | $59M | $100K | 5 | -- |
| Mar 2006 | $59.1M | $59M | $100K | 5 | -- |
| Apr 2004 | $27.3M | $27.3M | $0 | 5 | -- |
| Mar 2004 | $20.4M | $0 | $20.4M | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
| Nov 2003 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$709.3K
Employees20
Clients0
DateAug 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$709.3K
Employees19
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$709.3K
Employees19
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$709.3K
Employees19
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees19
Clients0
DateDec 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees19
Clients0
DateNov 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees19
Clients0
DateNov 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees19
Clients0
DateJun 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees19
Clients0
DateMay 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees19
Clients0
DateFeb 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$607.2K
Employees18
Clients0
DateJan 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$465.2K
Employees17
Clients0
DateOct 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$465.2K
Employees17
Clients0
DateJul 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$465.2K
Employees17
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$465.2K
Employees17
Clients0
DateNov 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$717.6K
Employees17
Clients0
DateOct 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$717.6K
Employees17
Clients0
DateApr 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$717.6K
Employees17
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$717.6K
Employees17
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$717.6K
Employees17
Clients0
DateFeb 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$654.8K
Employees15
Clients0
DateAug 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$654.8K
Employees15
Clients0
DateJul 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$654.8K
Employees15
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$654.8K
Employees15
Clients0
DateSep 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateApr 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateJul 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateJun 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients400
DateJan 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients400
DateSep 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients400
DateJul 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.7M
Employees9
Clients400
DateFeb 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.7M
Employees9
Clients400
DateOct 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$348.1K
Employees8
Clients200
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$348.1K
Employees8
Clients200
DateMar 2014
Total AUM$331.9M
Discretionary$330.3M
Non-Disc.$1.6M
Employees7
Clients100
DateMay 2013
Total AUM$245M
Discretionary$243.6M
Non-Disc.$1.4M
Employees6
Clients100
DateJan 2013
Total AUM$245M
Discretionary$243.6M
Non-Disc.$1.4M
Employees6
Clients100
DateMar 2012
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees6
Clients108
DateMar 2010
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$87.5M
Discretionary$86M
Non-Disc.$1.5M
Employees10
Clients--
DateDec 2006
Total AUM$59.1M
Discretionary$59M
Non-Disc.$100K
Employees5
Clients--
DateMar 2006
Total AUM$59.1M
Discretionary$59M
Non-Disc.$100K
Employees5
Clients--
DateApr 2004
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$20.4M
Discretionary$0
Non-Disc.$20.4M
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--