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SMART WEALTH, LLC

OMAHA, NE · CRD 315496 · IAPD ↗ · gettaxsmart.com · 402-369-7777

$686.4MRegulatory AUM
17Advisory reps
41Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SMART WEALTH, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — SMART WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — SMART WEALTH, LLC crossed $500M in regulatory AUM ($448.4M -> $632.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
April 2025 — SMART WEALTH, LLC notice-filed in GA, KS, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — SMART WEALTH, LLC reported RAUM up 45% ($302.9M -> $440.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — SMART WEALTH, LLC grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
October 2024 — SMART WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
August 2024 — SMART WEALTH, LLC changed its website from soundcloud.com to retiresmartomaha.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
August 2024 — SMART WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
August 2024 — SMART WEALTH, LLC notice-filed in IN, KY, MD, NV, OH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — SMART WEALTH, LLC reported RAUM up 43% ($211.2M -> $302.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — SMART WEALTH, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.