SMART WEALTH, LLC

13815 Fnb Parkway, Suite 400
Omaha, Nebraska 68154
Tel: 402-369-7777

About SMART WEALTH, LLC

SMART WEALTH, LLC, formally registered with the SEC as SMART WEALTH, LLC. The firm was established in 09/23/2021. They have over 3 offices throughout the country.

SMART WEALTH, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $302,935,897 assets under management, offering retirement planning & investment advisory services to 2710 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315496
SEC#	801-122372
Assets Managed by Firm	$302,935,897
No. of Clients	2710
No. of Advisors	35

Fee Structure

A percentage of AUM
Other (FINANCIAL PLANNING FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2710	$302,935,897
Individuals (other than high net worth individuals)	507	$104,652,121
High net worth individuals	183	$196,908,353
Corporations or other businesses	Fewer than 5 clients	$1,375,423

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