LP Profile

Smart Wealth

Also known as smart wealth

Wealth ManagerOmaha, United StatesFounded 2020
Omaha
Headquarters
Investment Focus

About Smart Wealth

Smart Wealth is a wealth manager based in Omaha, US. Founded in 2020.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Smart Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$632.3M
Total Clients
3,660
Filing Date
April 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Smart Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Smart Wealth?

Smart Wealth is a wealth manager based in Omaha, United States.

Where is Smart Wealth headquartered?

Smart Wealth is headquartered in Omaha, United States.

When was Smart Wealth founded?

Smart Wealth was founded in 2020.

How can I contact Smart Wealth?

Verified contact details, key decision-makers, and investment preferences for Smart Wealth are available on LPbacked. Create a free account to access them.