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  2. Smith Partners Wealth Management, LLC

Filings through Oct 24, 2026.

Smith Partners Wealth Management, LLC

EIN 45-0497729-investment management-Latest filing 2025
Plans
1
Retirement
1
$315K assets
Health & Benefits
0
Participants
4
128 EAST FISHER AVENUE - GREENSBORO, NC 27401336-272-9488smithpartnerswealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$315K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$315K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$315K42025
  • SMITH PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN$315K
    #001 · 401(k) · 20254
Retirement plans
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