Smith Partners Wealth Management, LLC
SEC RegisteredAdding Value to Lives, Providing Guidance for Your Future, It's More Than Money
About the firm
Since 1988, Smith Partners Wealth Management has been a fee-only practice of experienced investment professionals specializing in comprehensive financial planning and investment management. They serve clients as trusted fiduciaries and valued financial partners, acting in clients' best interests with objective advice and transparent disclosure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment management, including customized tax-efficient low-cost portfolio construction, legacy planning, and investment strategies tailored to each client's values, goals, and financial situation.
Who they serve
Clients with at least $500,000 in investable assets who are forward thinking, cooperative, intentional, rational, generous, aspiring, and focused; including those planning for wealth building, mid-life career moves, retirement, or education for children or grandchildren.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 57 | $21M |
| High Net Worth Individuals | 61 | $161M |
| Charitable Organizations | 2 | $9.0M |
| State/Municipal Entities | 2 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Smith Partners Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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