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Building 2SHEETS SMITH WEALTH MANAGEMENT

Map pinWINSTON SALEM, NC
Phone336-765-2020
NotebookSEC #801-31437
Total AUM
$1.4B
Employees
15
Clients
423

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 CLUB OAKS COURT
SUITE 200
WINSTON SALEM
NC 27104-4680
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
336-765-2020
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,070
Discretionary
$1.4B
Accounts
1,070
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
208
AUM
$73M
HNW Individual Clients
174
AUM
$1.2B
Pension/Profit Sharing Plan Clients
5
AUM
$22.3M
Charitable Organization Clients
5
AUM
$17.9M
Investment Advisor Clients
16
AUM
$11.1M
Corporation or Business Clients
15
AUM
$69.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMDNCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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