Smith and Howard Wealth Management
Smith & Howard Wealth Management, established in 1999, is a wealth manager and registered investment advisor based in Atlanta, Georgia.
Smith and Howard Wealth Management
Smith & Howard Wealth Management, established in 1999, is a wealth manager and registered investment advisor based in Atlanta, Georgia. It provides discretionary wealth management advisory services, including financial planning, pension consulting, investment management, and portfolio management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
AUM
—
Location
Region
—
Country
—
City
Atlanta
Corporate office
271 17th Street Northwest Suite 2100
Frequently asked questions
What is Smith and Howard Wealth Management?
Smith and Howard Wealth Management is a bank / wealth / trust headquartered in Atlanta.
When was Smith and Howard Wealth Management founded?
Smith and Howard Wealth Management was founded in 1999.
Where is Smith and Howard Wealth Management headquartered?
Smith and Howard Wealth Management is headquartered in Atlanta.
What does Altss track for Smith and Howard Wealth Management?
Altss maintains an OSINT-verified profile of Smith and Howard Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Smith and Howard Wealth Management's website?
Smith and Howard Wealth Management's public website is www.smithhowardwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Smith and Howard Wealth Management?
Smith and Howard Wealth Management is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Smith and Howard Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Smith and Howard Wealth Management?
Smith and Howard Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: