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SMART Wealth LLC

Private Investment Firm Nebraska, United States

Overview

SMART Wealth LLC is a registered investment adviser headquartered in Omaha, Nebraska, specializing in personalized wealth management and financial planning services for individual and institutional clients. The firm offers a range of services, including investment management, retirement planning, tax-efficient strategies, and risk management solutions, aiming to provide comprehensive financial security and planning for its clients. The firm's investment approach is customized and client-focused, emphasizing strategic asset allocation tailored to individual financial objectives and risk tolerances. SMART Wealth primarily serves individual and high-net-worth clients, building diversified portfolios with holdings in equities, fixed income, and ETFs. The firm operates as part of the 'Retire SMART' family, focusing on long-term financial security and planning for its clients. SMART Wealth LLC is registered with the Securities and Exchange Commission (SEC) and has assets under management (AUM) of approximately $440 million as of June 30, 2025. The firm employs a team of 35 to 45 professionals and is committed to providing personalized financial strategies and lifetime protection through its services.

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Frequently asked questions about SMART Wealth LLC

What sectors does SMART Wealth LLC invest in?

SMART Wealth LLC invests in Financial Services, Investment Management, Risk Management, Retirement Planning and Tax Planning, and is based in Nebraska, United States. SMART Wealth LLC is listed as a private investment firm in the ConnectSafely investor database.