CRD: 112231
Smith Partners Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
About Smith Partners Wealth Management, LLC
Smith Partners Wealth Management is a Greensboro, NC fee-only RIA delivering comprehensive financial planning and investment management as a long-term fiduciary. The firm builds customized, tax-efficient, low-cost portfolios aligned to client goals, with an emphasis on disciplined index investing and no commissions or product sales. Capabilities include cash-flow analysis, charitable planning, and insurance/risk guidance while collaborating with clients’ CPA and estate attorney; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUSTIN WINSHIP SMITH
Financial Planner, Managing Partner
- CRD
- #6035756
- Ownership
- 75% or more
ANNE FLEGAL SMITH
Chief Compliance Officer, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,777,241 | $450,676 |
| Non-Discretionary | $11,336,338 | $1,889,390 |
| Total | $196,113,579 | $471,427 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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