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W.A. Smith Financial Group
W.A. SMITH FINANCIAL GROUP is an SEC-registered investment adviser in SANDUSKY, OH, registered since 2017. The firm manages $1.2 billion in assets, $1.1...
W.A. Smith Financial Group
W.A. SMITH FINANCIAL GROUP is an SEC-registered investment adviser in SANDUSKY, OH, registered since 2017. The firm manages $1.2 billion in assets, $1.1 billion on a discretionary basis. It has 27 employees and 13 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Sandusky
Corporate office
Kirkland, WA, United States
Frequently asked questions
What is W.A. Smith Financial Group?
W.A. Smith Financial Group is a multi family office headquartered in Sandusky, United States.
Where is W.A. Smith Financial Group headquartered?
W.A. Smith Financial Group is headquartered in Sandusky, United States, in the North America region.
What does Altss track for W.A. Smith Financial Group?
Altss maintains an OSINT-verified profile of W.A. Smith Financial Group 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 type of firm is W.A. Smith Financial Group?
W.A. Smith Financial Group is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on W.A. Smith Financial Group?
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.
When was W.A. Smith Financial Group's Altss profile last updated?
W.A. Smith Financial Group's profile on Altss was last refreshed on August 10, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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