Key facts
- SMITH SALLEY WEALTH MANAGEMENT is a other based in GREENSBORO, NC.
- SMITH SALLEY WEALTH MANAGEMENT reports $4.8M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 129614- Regulatory AUM
- $4.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 19
- Registered office
- GREENSBORO, NC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SMITH, SALLEY & ASSOCIATES, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SMITH SALLEY WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SMITH SALLEY WEALTH MANAGEMENT's AUM?
- SMITH SALLEY WEALTH MANAGEMENT manages approximately $4.8M in assets.