Smith & Howard Wealth Management, LLC

CRD 109540 · Atlanta, GA · $726.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 109540
SEC number: 801-56734
Firm type: RIA
Assets under management: $726.9M as of Jan 12, 2026
Website: twitter.com/SHWM_FamilyCFO ↗
Phone: 404-874-6244
Address: 271 17th Street Nw, Atlanta, GA, 30363

Advisors at this firm

6 in our index · page 1 of 1

Timothy Fair AgnewCRD 4368749 · Atlanta, GA

IA Registered
Julio BarahonaCRD 7067105 · Atlanta, GA

IA Registered
Robert Lloyd KaercherCRD 1952599 · Atlanta, GA

IA Registered
Michael Christopher MuellerCRD 7417673 · Atlanta, GA

IA Registered
Valerie Jackson NicholsCRD 6653679 · Atlanta, GA

IA Registered
Bradley Dale SwinsburgCRD 3100975 · Atlanta, GA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 109540 ↗ FINRA BrokerCheck record for firm CRD 109540 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.