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Smith and Howard Wealth Management
Smith & Howard Wealth Management is an SEC-registered investment adviser in Atlanta, GA, since 1999. The firm manages $727 million in assets.
Overview
Smith & Howard Wealth Management is an SEC-registered investment adviser in Atlanta, GA, since 1999. The firm manages $727 million in assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Greensboro
Corporate office
271 17th Street Northwest Suite 2100, Atlanta, GA, United States
Frequently asked questions
Who runs investment decisions at Smith and Howard Wealth Management?
No named principals or CIO appear in public records.
Does Smith and Howard Wealth Management participate in fund commitments or only direct deals?
The firm provides discretionary portfolio management without disclosed fund commitments.
What investment stages does Smith and Howard Wealth Management typically target?
The firm focuses on ongoing portfolio management for existing clients rather than stage-specific venture or private equity.
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