SMART WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$686,409,925
Discretionary
$668,250,746
Non-discretionary
$18,159,179
Firm details
- CRD number
- 315496
- SEC file number
- 801-122372
- Main office
- OMAHA, NE, United States
- Employees
- 41
- SEC status
- Approved
- Website
- https://gettaxsmart.com
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.