Wealth Manager
    SEC Registered
    Manages Private Funds

    Smith Salley Wealth Management

    Registered investment advisor · Greensboro, North Carolina · CRD #129614

    Assets Under Management
    $2.9B
    Client Accounts
    3,203
    Employees
    19
    CRD Number
    129614
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Smith Salley Wealth Management

    Smith Salley Wealth Management is a fee-based firm founded in 2003, offering personalized financial planning and investment management services. They manage over $2.7 billion in assets and have over 390 clients. Located in Greensboro, NC, they focus on tailored wealth management solutions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Smith Salley Wealth Management

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    Frequently Asked Questions

    What is Smith Salley Wealth Management's AUM?

    Smith Salley Wealth Management reports approximately $2.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Smith Salley Wealth Management headquartered?

    Smith Salley Wealth Management is headquartered in Greensboro, North Carolina.

    What is Smith Salley Wealth Management's CRD number?

    Smith Salley Wealth Management's CRD number is 129614. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Smith Salley Wealth Management manage?

    Smith Salley Wealth Management manages approximately 3,203 client accounts according to its latest SEC filing.

    Is Smith Salley Wealth Management SEC registered?

    Yes, Smith Salley Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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