Smart Wealth, LLC - Investment Advisers

About Smart Wealth, LLC

This investment adviser is headquartered in Omaha, Nebraska, and is one of the investment advisers in Nebraska in the registry. Its registry filing reports $686.41 million in regulatory assets under management and 41 employees. The firm is also part of the wider directory of US investment advisers. The firm's materials describe tax planning as its core work, beyond yearly return preparation, with an emphasis on planning ahead. It says it mainly serves high-income individuals and business owners. Each engagement begins with a review of the client's goals, business operations, and long-term wealth plan. The areas it lists include business structure, planning for a major liquidity event, retirement strategy, and identifying deductions and credits under IRS guidance. Its website states that it uses more than 65 tax-planning strategies. The firm places weight on education, holding that people decide better when they understand the reasoning behind a strategy, not only the steps. It states that its aims are clearer understanding for clients, a lower tax burden, and ongoing peace of mind.

Key Facts

Assets Under Management

$686.41M

Employees

41

SEC File Number

801-122372