Wealth Manager
    SEC Registered
    Manages Private Funds

    Smart Wealth, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #315496

    Assets Under Management
    $632M
    Client Accounts
    3,660
    Employees
    41
    CRD Number
    315496
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc., Altruist Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Smart Wealth, LLC

    Smart Wealth, LLC, based in Omaha, NE, manages over $300 million in assets and offers personalized financial services. The firm uses various investment strategies and recommends brokers like Charles Schwab and Fidelity. Founded in 1992, it has grown into a trusted multi-advisor firm.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Smart Wealth, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Smart Wealth, LLC's AUM?

    Smart Wealth, LLC reports approximately $632M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Smart Wealth, LLC headquartered?

    Smart Wealth, LLC is headquartered in Omaha, Nebraska.

    What is Smart Wealth, LLC's CRD number?

    Smart Wealth, LLC's CRD number is 315496. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Smart Wealth, LLC manage?

    Smart Wealth, LLC manages approximately 3,660 client accounts according to its latest SEC filing.

    Is Smart Wealth, LLC SEC registered?

    Yes, Smart Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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