Smart Wealth, LLC

CRD 315496 · Omaha, NE · $632.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 315496
SEC number: 801-122372
Firm type: RIA
Assets under management: $632.3M as of Apr 16, 2026
Website: www.facebook.com/people/SMART-Wealth/100092176628186 ↗
Phone: 402-369-7777
Address: 13815 Fnb Parkway, Suite 400, Omaha, NE, 68154

Advisors at this firm

19 in our index · page 1 of 1

Scott Stephen ArehartCRD 7726809 · Omaha, NE

IA Registered
Taylor Edward AndersonCRD 7696467 · Omaha, NE

IA RegisteredRegistration inactive
David Andrew BrooksCRD 4000767 · Omaha, NE

IA Registered

Disclosure event(s) on record
Louis Rutherford BrooksCRD 7642326 · Omaha, NE

IA Registered
Grant Michael Behne-RyanCRD 8236284 · Omaha, NE

IA Registered
Joshua Turner CheatleCRD 5732277 · Omaha, NE

IA RegisteredRegistration inactive

Disclosure event(s) on record
Dawson James EmondCRD 7979585 · Omaha, NE

IA Registered
Paul Michael FergusonCRD 7587882 · Omaha, NE

IA RegisteredRegistration inactive
Blake Neil GrimmCRD 7595851 · Omaha, NE

IA Registered
Treshon Anthony IngramCRD 7264764 · Omaha, NE

IA Registered
Jeremy Jordan Love ShamblenCRD 7884661 · Omaha, NE

IA RegisteredRegistration inactive
Alexander Joseph MurrayCRD 7321747 · Omaha, NE

IA Registered
Jon Dallas MurrayCRD 8100893 · Omaha, NE

IA Registered
Jacob John OrandCRD 7794892 · Omaha, NE

IA Registered
Michael Lee SchudelCRD 5389541 · Omaha, NE

IA Registered
Bradley P StarkenCRD 5935906 · Omaha, NE

IA RegisteredRegistration inactive
Ian Michael SwansonCRD 8237149 · Omaha, NE

IA Registered
Sean Patrick SwansonCRD 5041694 · Omaha, NE

IA RegisteredRegistration inactive

Disclosure event(s) on record
Riley Michelle VigilCRD 8164544 · Omaha, NE

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.