Smith Salley Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated April 22, 2026, reports $2.9B in regulatory assets under management, 19 employees, 4 offices, and 3,203 accounts.
Assets Under Management
$2.9B
Employees
19
Offices
4 offices
Total Clients
1,129
Primary office
GREENSBORO, NC
324 WEST WENDOVER AVENUE, SUITE 301, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.5% of total clients.
Top client categories% of clientsClients
1
HNWI
60.5%
683
2
Individuals
36.3%
410
3
Corporations
2.2%
25
4
Charitable
1.0%
11
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of April 22, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$957K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts3,203
10Y AUM Change+$1.7B (+135.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee59:1
10Y Employee Change+8 (+72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.