Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Smith Wealth Management Group Logo
Smith Wealth Management Group CB Rank
1673636
Heat Score
57
Smith Wealth Management Group specializes in wealth management.
Founded
obfuscation
Private Woodland Hills, California, United States1-10 www.smithwmg.com/
Finance
Retirement
Wealth Management
Overview

Smith Wealth Management Group
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Smith Wealth Management Group

CB Rank
1673636
Smith Wealth Management Group specializes in wealth management.
Founded
obfuscation
Private Woodland Hills, California, United States1-10 www.smithwmg.com/
Finance
Retirement
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Joseph M. Smith
Phone Number +1 805.558.9847
Contact Email joe@smithwmg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that helps clients manage their financial assets and plan for their financial future.
Retirement Planning
A service focused on helping clients prepare financially for retirement and manage their retirement income.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

92

IT Spend

$495.2KThis year, Smith Wealth Management Group is projected to spend $495.2K on IT, according to Aberdeen.

Active Website Tech Count

7Smith Wealth Management Group is actively using 7 technologies for its website, according to BuiltWith. These include Euro, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Smith Wealth Management Group's headquarters? Smith Wealth Management Group is located in Woodland Hills, California, United States.Who are Smith Wealth Management Group's competitors? Alternatives and possible competitors to Smith Wealth Management Group may include NBC Securities, Inc., BrightPath Wealth Planning, and  Rose Retirement.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(ccb7a32 1)
|