# Smith Partners Wealth Management, LLC

> Smith Partners Wealth Management, LLC is an SEC-registered investment advisory firm in Greensboro, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 112231
- Filed as: SMITH PARTNERS WEALTH MANAGEMENT, LLC
- Also doing business as: SMITH PARTNERS WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112231
- AdvisorCensus page: https://advisorcensus.com/firm/smith-partners-wealth-management-llc-greensboro-nc-112231

## Quick answers

**How is Smith Partners Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Smith Partners Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Smith Partners Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $150 to $350 an hour (financial planning separately from investment advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Smith Partners Wealth Management, LLC located?**
Smith Partners Wealth Management, LLC's principal office is in Greensboro, NC, according to its Form ADV.

**Is Smith Partners Wealth Management, LLC registered with the SEC or a state?**
Smith Partners Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 112231.

**How much does Smith Partners Wealth Management, LLC manage?**
Smith Partners Wealth Management, LLC reports $196,113,579 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (94% discretionary).

**How have Smith Partners Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Smith Partners Wealth Management, LLC: Regulatory assets under management: $127,518,014 in the October 2021 data and $196,113,579 in the October 2026 data, up 54%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Smith Partners Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (57); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Smith Partners Wealth Management, LLC use?**
Smith Partners Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Smith Partners Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112231

**What changed in Smith Partners Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $174,515,048 to $196,113,579 (+12%). Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Hourly rate: $150 to $350 an hour (financial planning separately from investment advisory services)

> Fees for these consulting arrangements range from $150 to $350 per hour or an agreed-upon flat rate, depending on the nature and complexity of the work and the level of SPWM resources involved.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $196,113,579
- Discretionary: $184,777,241
- Non-discretionary: $11,336,338

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $21,163,109 |
| High net worth individuals | 61 | $161,287,977 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,985,672 |
| Charitable organizations | 2 | $1,215,112 |
| Corporations or other businesses not listed above | 1 | $3,461,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- smithpartnerswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,518,014 | 4 | August 6, 2021 |
| October 2022 | $135,203,151 | 5 | September 9, 2022 |
| October 2023 | $139,660,790 | 5 | February 10, 2023 |
| October 2024 | $150,243,306 | 4 | August 14, 2024 |
| October 2025 | $174,515,048 | 4 | June 10, 2025 |
| October 2026 | $196,113,579 | 4 | March 10, 2026 |

Regulatory assets under management: $127,518,014 in the October 2021 data and $196,113,579 in the October 2026 data, up 54%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $174,515,048 to $196,113,579 (+12%).
- Registered or notice-filed in NE.

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Smith Partners Wealth Management, LLC (CRD 112231): Form ADV filing data as of October 2026.