Smith Partners Wealth Management, LLC

EST. AUM
$196,113,579

CONTACTS

CLIENT ACCOUNTS
416

Firm Details

Metro area Charlotte
CRD Number 112231
Website smithpartnerswealth.com
Client types

Overview

Smith Partners Wealth Management, LLC is an independent, fee-only SEC-registered investment adviser headquartered in Greensboro, North Carolina. Founded in 1988 by Jonathan W. Smith, the firm provides comprehensive financial planning and investment management services. The firm emphasizes fiduciary advice, tax-efficient portfolio construction, low-cost investing, charitable planning, and long-term client relationships tailored to each client’s financial goals and values.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Smith Partners Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company