Allocator Index · CRD 315496
SMART WEALTH, LLC
Omaha, NE · 402-369-7777 · facebook.com/profile.php?id=100088123040550
Fit score
50
- aum $250M-$3.0B+22
- hnw>=200+20
- employees 3-60+8
HNW clients
339
Other individuals
651
HNW assets
$354.5M
Total AUM
$686.4M
Employees
41
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.