SMART WEALTH, LLC
Omaha, Nebraska
4.5
31 Reviews
Smart Wealth, LLC is a highly regarded investment advisory firm based in Omaha, NE, offering comprehensive financial services to a diverse clientele. With a strong presence in the local market, the firm has built a reputation for excellence and personalized attention.
With over 300 individual clients and more than $211,215,000 in assets under management, Smart Wealth, LLC demonstrates its ability to effectively manage substantial portfolios. The firm has developed expertise in handling employer 401Ks and individual accounts, accounting for approximately half of their assets under management.
Smart Wealth, LLC takes a discretio...
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Assets Under Mgmt
$211.22M
Investment Professionals
9
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Articles
Articles
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