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| Smart Wealth LLC
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| |
|---|---|
| CRD # | 315496 |
| SEC # | 801-122372 |
| CIK # | |
| AUM | $302.9 MM (2024-07-23) |
| Employees | 35 (34% Investors, 0% Brokers) |
| Phone | 402-369-7777 |
| Address | 13815 Fnb Parkway, Suite 400 Omaha, NE 68154 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 104.7 |
| (b) Individuals (high net worth individuals) | 183 | 196.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,710 | 302.9 |
| By Discretionary | ||
| Discretionary | 2,642 | 288.8 |
| Non-Discretionary | 68 | 14.2 |
| Total | 2,710 | 302.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.9 | |
| Total | 2,710 | 302.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beacon Financial Planning Inc
✚
|
MA | 0.3 |
|
Paradigm Wealth LLC
✚
|
NE | 0.3 |
|
Tiemann Investment Advisors LLC
✚
|
CA | 0.3 |
|
Capital Square LLC
✚
|
TN | 0.3 |
|
Hurley Financial Group Inc
✚
|
OR | 0.3 |
|
Comprehensive Wealth Management LLC
✚
|
WA | 0.3 |
|
Forum Solutions Group LLC
✚
|
IN | 0.3 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 0.3 |
|
Prudent Investors Network Inc
✚
|
CA | 0.3 |
|
Kingdom Financial Group LLC
✚
|
AZ | 0.3 |