SMART WEALTH, LLC
CRD #315496 SEC #801-122372 OMAHA, NE 402-369-7777
SEC Registered
Total AUM
$448.4M
Discretionary
$431.5M
Employees
45
Clients
251
Accounts
3,291
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $448.4M | $431.5M | $16.9M | 45 | 0 |
| Apr 2025 | $440M | $423.1M | $16.9M | 45 | 0 |
| Mar 2025 | $440M | $423.1M | $16.9M | 45 | 0 |
| Sep 2024 | $302.9M | $288.8M | $14.2M | 35 | 0 |
| Sep 2024 | $302.9M | $288.8M | $14.2M | 35 | 0 |
| Sep 2024 | $302.9M | $288.8M | $14.2M | 35 | 0 |
| Jul 2024 | $302.9M | $288.8M | $14.2M | 35 | 0 |
| Jul 2024 | $302.9M | $288.8M | $14.2M | 35 | 0 |
| Mar 2024 | $302.9M | $288.8M | $14.2M | 35 | 0 |
| Dec 2023 | $211.2M | $202.8M | $8.4M | 35 | 0 |
| Nov 2023 | $211.2M | $202.8M | $8.4M | 35 | 0 |
| Jul 2023 | $211.2M | $202.8M | $8.4M | 35 | 0 |
| Apr 2023 | $211.2M | $202.8M | $8.4M | 35 | 0 |
| Mar 2023 | $211.2M | $202.8M | $8.4M | 35 | 0 |
| Jan 2023 | $169M | $161.5M | $7.5M | 21 | 0 |
| Sep 2022 | $169M | $161.5M | $7.5M | 21 | 0 |
| Jul 2022 | $169M | $161.5M | $7.5M | 21 | 0 |
| Jul 2022 | $169M | $161.5M | $7.5M | 21 | 0 |
| Feb 2022 | $169M | $161.5M | $7.5M | 21 | 0 |
| Jan 2022 | $139.5M | $132.1M | $7.4M | 22 | 0 |
| Oct 2021 | $0 | $0 | $0 | 19 | 0 |
| Oct 2021 | $0 | $0 | $0 | 19 | 0 |
| Aug 2021 | $0 | $0 | $0 | 19 | 0 |
DateSep 2025
Total AUM$448.4M
Discretionary$431.5M
Non-Disc.$16.9M
Employees45
Clients0
DateApr 2025
Total AUM$440M
Discretionary$423.1M
Non-Disc.$16.9M
Employees45
Clients0
DateMar 2025
Total AUM$440M
Discretionary$423.1M
Non-Disc.$16.9M
Employees45
Clients0
DateSep 2024
Total AUM$302.9M
Discretionary$288.8M
Non-Disc.$14.2M
Employees35
Clients0
DateSep 2024
Total AUM$302.9M
Discretionary$288.8M
Non-Disc.$14.2M
Employees35
Clients0
DateSep 2024
Total AUM$302.9M
Discretionary$288.8M
Non-Disc.$14.2M
Employees35
Clients0
DateJul 2024
Total AUM$302.9M
Discretionary$288.8M
Non-Disc.$14.2M
Employees35
Clients0
DateJul 2024
Total AUM$302.9M
Discretionary$288.8M
Non-Disc.$14.2M
Employees35
Clients0
DateMar 2024
Total AUM$302.9M
Discretionary$288.8M
Non-Disc.$14.2M
Employees35
Clients0
DateDec 2023
Total AUM$211.2M
Discretionary$202.8M
Non-Disc.$8.4M
Employees35
Clients0
DateNov 2023
Total AUM$211.2M
Discretionary$202.8M
Non-Disc.$8.4M
Employees35
Clients0
DateJul 2023
Total AUM$211.2M
Discretionary$202.8M
Non-Disc.$8.4M
Employees35
Clients0
DateApr 2023
Total AUM$211.2M
Discretionary$202.8M
Non-Disc.$8.4M
Employees35
Clients0
DateMar 2023
Total AUM$211.2M
Discretionary$202.8M
Non-Disc.$8.4M
Employees35
Clients0
DateJan 2023
Total AUM$169M
Discretionary$161.5M
Non-Disc.$7.5M
Employees21
Clients0
DateSep 2022
Total AUM$169M
Discretionary$161.5M
Non-Disc.$7.5M
Employees21
Clients0
DateJul 2022
Total AUM$169M
Discretionary$161.5M
Non-Disc.$7.5M
Employees21
Clients0
DateJul 2022
Total AUM$169M
Discretionary$161.5M
Non-Disc.$7.5M
Employees21
Clients0
DateFeb 2022
Total AUM$169M
Discretionary$161.5M
Non-Disc.$7.5M
Employees21
Clients0
DateJan 2022
Total AUM$139.5M
Discretionary$132.1M
Non-Disc.$7.4M
Employees22
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0