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Erin Michaele Fowlkes

Investment adviser representative at Smith Salley Wealth Management
11 yearsExperience
1 stateRegistered in
$2.9BFirm assets
22 yearsFirm in business

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How the firm charges

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

Percentage of assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Smith Salley Wealth ManagementApr 2022 to now
  2. Smith, Salley & Associates, LLCMar 2022 to now
  3. Beacon Pointe Advisors, LLCMay 2021 to Feb 2022
  4. Dmj Wealth Advisors, LLCDec 2015 to Apr 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (NC).

Smith Salley Wealth Management

Legal name: Smith, Salley & Associates, LLC

$2.9BAssets managed
1,129Clients
17Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5443714
Firm CRD
129614
Advisor's SEC record (opens in a new tab)
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