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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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