Smart Wealth, LLC

$686.4MAssets under management
as of Aug 2026 · SEC Form ADV
Omaha, NE
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No one at Smart Wealth, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $205M held · filed Sep 2024
Schwab
Per Form ADV · $148M held · filed Sep 2024