Small Wealth Management
Small Wealth Management is a private wealth advisory practice of Ameriprise Financial Services LLC founded in Little Rock in 1999. Over the past 25 years, the firm has grown from a four-person practice to a team of nearly 30, expanding through seven successful acquisitions to serve clients across Arkansas and Oklahoma from offices in Little Rock, Hot Springs Village and Tulsa. That growth has been recognized nationally. President Joey Small has been named to both the Forbes Best-in-State Wealth Advisors list and Barron’s Top 1,500 Financial Advisors. Vice president Ryan Bartholomew, CFP®, has appeared on the Forbes Best-in-State Wealth Advisors list every year since 2021. Small Wealth Management itself has been recognized on the Forbes Best-in-State Wealth Management Teams list since 2023. The firm’s mission is straightforward: to serve as the CFO of each client’s life, providing the strategy, clarity and long-term guidance that helps individuals and families build and protect their financial legacy.
Small Wealth Management’s team of nearly 30 serves clients across Arkansas and Oklahoma.
The Team
President Joey Small; vice president Ryan Bartholomew, CFP®; Kymberlie Reed, CFP®; Tara Cobb, CFP®; Matthew Johnson, CFP®; Madeline Orbin, CFP®; Chad Hasten; Caleb Stokes
Small Wealth Management
36 Rahling Circle, Ste. 2, Little Rock
ameripriseadvisors.com/team/small-wealth-management | 501.975.7968
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