Smith & Howard Wealth Management LLC
Legal Name: SMITH & HOWARD WEALTH MANAGEMENT, LLC
Full Contact Details
Smith & Howard Wealth Management LLC
271 17TH STREET NW, SUITE 1600, ATLANTA, GA
404-874-6244
404-874-1658
Other Info
Smith & Howard Wealth Management is a Georgia-based limited liability company that has been approved by the SEC since August 1999. This firm operates with a small team of eight employees, six of whom are advisors, and serves two clients with its financial expertise. Smith & Howard Wealth Management's commitment to professional excellence and regulatory compliance is evidenced by their ongoing SEC approval.
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Services Investment Management Financial Planning For Businesses Company Who we are What we stand for Meet the team Who we serve Family of companies Client relationship summary Community involvement Insights Contact (404) 874-6244 Client Login There's wealth management and then there's Smith and How…
Direct Owners
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SMITH & HOWARD HOLDING, LLC
ELECTED MANAGER owns 75% or more
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TIMOTHY FAIR AGNEW
PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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DEBBIE ROSNER TORRANCE
MEMBER
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JASON SEAN SPITZER
MEMBER
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JOHN WILLIAM LUCHT
MEMBER
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MARC A AZAR
MEMBER
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MARK EDWARD ABRAMS
MEMBER
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MARVIN H WILLIS
MEMBER
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MELISSA L HORNE
MEMBER
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PAUL ADKINSON
MEMBER
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SEAN C TAYLOR
MEMBER
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TIMOTHY FAIR AGNEW
MEMBER
Firms Located Nearby
News
- Navigating the Tides of Change: Smith & Howard's Investment Strategy Evolution from Q4 2023 to Q1 2024
- Smith & Howard Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Smith & Howard Wealth Management, LLC Q1 2023 vs. Q2 2023: A Comprehensive Analysis of 13F Holdings
- Smith & Howard Wealth Management's 13F Holdings: Q4 2022 vs. Q1 2023
Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $77,452k
- ISHARES TR $29,159k
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- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $9,228k
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- ISHARES $5,822k
- SELECT SECTOR SPDR $5,021k