# Smith Partners Wealth Management

Smith Partners Wealth Management is a Bank / Wealth / Trust based in Greensboro, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greensboro, United States
- **Region:** North America
- **Address:** Greensboro, NC, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** smithpartnerswealth.com

## Regulatory record

- **CRD number:** 112231
- **SEC file number:** 801-120950
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112231

## About

Smith Partners Wealth Management is an SEC-registered investment adviser in Greensboro, NC, registered since 2021. The firm manages $196 million in assets, with $185 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## Questions

### Does Smith Partners participate in direct private equity or venture deals?

No. As a regional RIA managing under $1 billion in client assets, Smith Partners lacks the dedicated sourcing and underwriting infrastructure required for direct private equity or venture capital. Clients seeking private company exposure are directed to fund vehicles rather than direct co-investments. The firm's structure precludes the GP seeding and fund commitment programs used by larger family offices.

### What is Smith Partners' relationship to any operating company or legacy business wealth?

The firm has no disclosed tie to a legacy operating business, industrial fortune, or liquidity event from a single founding family. Its client base reflects a traditional wealth management demographic — professionals, business owners, and retirees in central North Carolina — rather than the concentrated liquidity from a single corporate exit that characterizes most family offices.

## Related profiles

- [Smith & Howard Wealth Management](https://altss.com/profile/smith-howard-wealth-management)
- [Smithfield Foods](https://altss.com/profile/smithfield-foods)

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Last updated: 2026-06-03T20:00:00.000Z

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