SourcingSourcing

SMITH PARTNERS WEALTH MANAGEMENT, LLC

B53
CRD 112231·SEC 801-120950·GREENSBORO, NC
AUM
$196.1M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$588K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD
112231
SEC file #
801-120950
EIN
450497729
DBA names
—

Economics

AUM
$196.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$127.5M → $196.1M▲ +54%
Client mix
Individuals High Net Worth61
Individuals Other57
Pension Profit Sharing Plans2
Charitable Organizations2
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
GREENSBORO NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
smithpartnerswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, JUSTIN, WINSHIP
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SMITH, JUSTIN, WINSHIP
SMITH, ANNE, FLEGAL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SMITHPARTNERSWEALTH.COM
Rdap Domain Creation Date
2016-07-07T15:41:25Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111036
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001398344-26-008891

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
128 E FISHER AVEGREENSBORO, NC 27401
Business
128 E FISHER AVEGREENSBORO, NC 27401
Edgar EIN
450497729
Edgar Recent Filings
13F-HR2026-05-11 · 0001398344-26-008891
13F-HR2026-02-13 · 0001398344-26-003144
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-07T15:41:25Z
Rdap Domain Last Changed
2025-06-22T18:42:59Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
6035756
Trust Company Affiliate
No

People (10)

10
SMITH, JUSTIN, WINSHIP
IAR · Direct Owner · 87.5%
6035756
SMITH, JONATHAN, WILDS
IAR · Direct Owner · 17.5%
820376
SMITH, ANNE, FLEGAL
Direct Owner · 17.5%
4387417
Brian Wallace Thomson
IAR
7138350
Cheryl Deane Starr
IAR
6719331
Sicuranza, Michael, Joseph
IAR
2633435
James Edwin Hall
IAR
1753467
AEGEAN GURHAN CUYLAN
IAR
7590322
JAMES ROBERT NELSON
IAR
7043292
Kyle Garstkiewicz
IAR
7734833