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| Smart Wealth LLC
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|
|---|---|
| CRD # | 315496 |
| SEC # | 801-122372 |
| CIK # | 0002044723 |
| AUM | $440.0 M (2025-04-02) |
| Employees | 45 (36% Investors, 0% Brokers) |
| Phone | 402-369-7777 |
| Address | 13815 Fnb Parkway, Suite 400 Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 115.2 |
| (b) Individuals (high net worth individuals) | 325 | 323.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,291 | 440.0 |
| By Discretionary | ||
| Discretionary | 3,231 | 423.1 |
| Non-Discretionary | 60 | 16.9 |
| Total | 3,291 | 440.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.0 | |
| Total | 3,291 | 440.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044723] |
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