Investment adviser · CRD 129614
SMITH SALLEY WEALTH MANAGEMENT
Investment adviser filing (IA)
SMITH, SALLEY & ASSOCIATES, LLC
GREENSBORO, NC, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $2.89B Form ADV · Item 5.F
- Client accounts
- 3,203 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 683 | $2,500,791,602 | 86.4% |
| Individuals | 410 | $179,770,384 | 6.2% |
| Corporations & businesses | 25 | $170,923,356 | 5.9% |
| Charities | 11 | $39,380,367 | 1.4% |
| Banks & thrifts | Fewer than 5 | $2,628,101 | 0.1% |
Filing source
Form ADV 2131629 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
324 WEST WENDOVER AVENUE, SUITE 301GREENSBORO, NC, 27408, United States
CRD 129614
Filing source
Form ADV 2131629 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.