Anne Smith is a control person of Smith Partners Wealth Management and directly owns between 10% and 25% of it. Anne Smith holds a BS in Applied Math and Industrial Engineering from Auburn University.
Smith Partners Wealth Management is an investment adviser based in Greensboro, NC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $196 million, as filed on 10 March 2026. Its fees, ownership and offices are on the firm’s profile.
Anne Flegal Smith is Partner, CCO and Client Advocate of Smith Partners Wealth Management, based in Greensboro, NC. She joined Jonathan Smith & Co. in 1988 and works with clients from the earliest interview stages through their financial lifetime. Earlier, she worked at Bell Labs as a programmer and systems analyst for 15 years.
- CRD
- 4387417
- Firm
- Smith Partners Wealth Management · CRD 112231
- Role
- Partner, Chief Compliance Officer
- In role since
- January 2003 · 23 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Greensboro, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smithpartnerswealth.com
Where does Anne Smith work?
Anne Smith has been Partner, Chief Compliance Officer of Smith Partners Wealth Management, LLC since January 2003, and is a control person of the firm.
How can I verify Anne Smith’s record?
Anne Smith’s role is listed on Smith Partners Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112231.
