LP Profile

Smith & Howard Wealth Management

Also known as smith and howard wealth

Wealth ManagerAtlanta, United StatesFounded 1999
$484M
Assets Under Management
Atlanta
Headquarters
Investment Focus

About Smith & Howard Wealth Management

From personal financial planning, investment management and tax efficient planning, our high-caliber professionals are ready to help you move forward with confidence while delivering exceptional service.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Smith & Howard Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$726.9M
Total Clients
750
Filing Date
January 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Smith & Howard Wealth Management?

Smith & Howard Wealth Management is a wealth manager based in Atlanta, United States, managing approximately $484M in assets.

Where is Smith & Howard Wealth Management headquartered?

Smith & Howard Wealth Management is headquartered in Atlanta, United States.

How much does Smith & Howard Wealth Management manage?

Smith & Howard Wealth Management manages approximately $484M in assets under management.

When was Smith & Howard Wealth Management founded?

Smith & Howard Wealth Management was founded in 1999.

How can I contact Smith & Howard Wealth Management?

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