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SMART WEALTH, LLC
CRD 315496 · SEC 801-122372
13815 FNB PARKWAY, SUITE 400, OMAHA, NE, 68154, United States
Phone
402-369-7777
Fax
531-289-3929
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$632.3M
Discretionary AUM
$614.2M
Team
41 total employees; 17 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING FEE
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisersPublication of periodicalsEducational seminarsRADIO, TV & PODCAST
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 651 | $241.7M |
| High net worth individuals | 339 | $354.5M |
| Investment companies | 2 | $33.4M |
| Corporations/business entities | 18 | $1.6M |
States served
AZ, CO, GA, IN, IA, KS, KY, MD, NE, NV, NC, OH, SC, VA, MO, TX, FL
All web addresses on file
- https://www.facebook.com/profile.php?id=100088123040550
- https://www.facebook.com/midwestlearningcenter
- https://www.facebook.com/share/p/1QArgXa1Na/?
- https://www.facebook.com/people/SMART-Wealth/100092176628186/
- https://www.facebook.com/SMARTWayetfs/
- https://www.youtube.com/@retiresmartllc
- https://soundcloud.com/user-446457366?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing
- https://retiresmartnow.com
- https://www.retiresmartomaha.com
- https://www.linkedin.com/company/getretiresmart
- https://www.instagram.com/retiresmartllc
- https://www.facebook.com/getretiresmart
- https://smartwayetfs.com
- https://www.smartpwp.com
- https://linktr.ee/SMARTWayETFs
- https://gettaxsmart.com
- https://www.instagram.com/smartwayetfs
Official SEC filing: View on IAPD