SMART WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $632.3M |
| Discretionary | $614.2M97% of AUM |
| Non-Discretionary | $18.2M |
| Client Accounts | 3,660 |
| Avg Account Size | $173K |
| Employees | 41 |
| Peak AUM | $632.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $632M | +43.7% | +44.1% | — | |
| Discretionary AUM | $614M | ||||
Key Metrics
| Total AUM | $632.3M |
| Discretionary | $614.2M |
| Employees | 41 |
| Client Accounts | 3660 |
| Client Range | More than 500 |
Contact & Location
Address
13815 FNB PARKWAY, SUITE 400
OMAHA NE 68154
Phone
402-369-7777
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$614M
97.1% of AUM
Non-Discretionary
$18M
2.9% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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