Smart Wealth, LLC
Smart Wealth, LLC is an SEC-registered mass-market adviser in Omaha, NE with $632.3M assets under management (AUM, regulatory AUM), +44% over one year. See who owns Smart Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315496, SEC 801-122372, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $632.3M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 41
- Clients
- 1,008
- CRD
- 315496
- Ownership
- HIGGINS, ROSEANN; Brooks, Louis, Rutherford; Lecia, Mizener, Nicole; BROOKS, DAVID, ANDREW
How much AUM does Smart Wealth, LLC have?
Smart Wealth, LLC reported $632.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Smart Wealth, LLC?
Disclosed owners and executives of Smart Wealth, LLC include HIGGINS, ROSEANN, Brooks, Louis, Rutherford, Lecia, Mizener, Nicole, BROOKS, DAVID, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.