SMART WEALTH, LLC
Tel: 402-369-7777 13815 Fnb Parkway, Suite 400 Omaha, Nebraska 68154
About SMART WEALTH, LLC
SMART WEALTH, LLC is a Omaha, Nebraska based financial advisory firm with nearly $302,935,897 in assets under management and provides investment advisory services for 2710 clients. There are currently 35 financial advisors at the firm.
General Information
Firm CRD#:
315496
Firm SEC#:
801-122372
Assets Under Management:
$302,935,897
No. of Clients:
2710
No. of Advisors:
35
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops
Fee Structure:
A percentage of AUM, Other (FINANCIAL PLANNING FEE)
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