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Smart Wealth, LLC

Headquartered in OMAHA, NE

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Firm Information

Smart Wealth, LLC is an Omaha, NE-based registered investment advisor managing over $300 million in assets for individuals and businesses. They offer financial planning and portfolio management services. Smart Wealth has a team of 14 licensed agents and 12 investment advisor representatives. They are registered with the SEC under the number 801-122372.

Smart Wealth, LLC

13815 FNB PARKWAY, SUITE 400

OMAHA, NE 68154

$302.94M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

Branch Locations (3)

SMART WEALTH, LLC has a total of 3 branch locations across the country.
location

OMAHA, NE

location

Cincinnati, OH

location

Henderson, NV

Advisors at Smart Wealth, LLC

View All 17 Advisors
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Scott Stephen Arehart

RA

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David Andrew Brooks

RA

OMAHA, NE

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Alexander Joseph Murray

RA

OMAHA, NE

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Sean Patrick Swanson

RA

OMAHA, NE

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Dawson James Emond

RA

OMAHA, NE

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Timothy James Herrick

RA

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Luka Ivan Milakovic

RA

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Phillip Alan Burruel

RA

OMAHA, NE

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Disclosures

There are no public disclosures for Smart Wealth, LLC.

Frequently Asked Questions (8)

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