Smith Salley Wealth Management
Overview
Smith Salley Wealth Management is a North Carolina-based wealth management firm offering comprehensive financial planning and investment services. Established in 2003, the firm provides personalized financial advice, investment management, and trust services to a diverse clientele. With over $2.3 billion in assets under management and a team of 19 employees, Smith Salley Wealth Management has been recognized on the CNBC Financial Advisor 100 list, ranking 44th in 2025. The firm's services include financial planning, investment strategies, and trust services, all tailored to meet the unique needs of each client. Smith Salley Wealth Management is registered with the SEC and operates in multiple states, including North Carolina, Texas, and California.
Reach Smith Salley Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Smith Salley Wealth Management
What sectors does Smith Salley Wealth Management invest in?
Smith Salley Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in North Carolina, United States. Smith Salley Wealth Management is listed as a other in the ConnectSafely investor database.
What stage does Smith Salley Wealth Management invest at?
Smith Salley Wealth Management backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 100M.
Which regions does Smith Salley Wealth Management invest in?
Smith Salley Wealth Management invests across United States.
Last updated · Source: ConnectSafely investor database
