Smallwood Wealth Management

Who works here

• CF
  Christine A Flynn
• CS
  Christopher Smallwood
• JS
  Jared Smallwood
• JS
  John Lewis Smallwood
• JS
  John Lewis Smallwood
• RM
  Robert Marks

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Smallwood Wealth Management

Legal name: Smallwood Wealth Investment Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

288663