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SMITH & HOWARD WEALTH MANAGEMENT, LLC

ATLANTA, GA · CRD 109540 · IAPD ↗ · 404-874-6244

$726.9MRegulatory AUM
6Advisory reps
10Employees
3Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — SMITH & HOWARD WEALTH MANAGEMENT, LLC reported RAUM up 29% ($502.5M -> $646.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.