SMART MONEY FINANCIAL ADVISORS, LLC

SMART MONEY FINANCIAL ADVISORS, LLC of STERLING HEIGHTS, MI is an SEC-registered investment adviser (CRD 306937). Regulatory assets under management: $80.2M.

Registration

• CRD: 306937
• Type: Registered investment adviser
• Location: 12900 HALL RD. STE. 250, STERLING HEIGHTS, MI, 48313
• Phone: 586-262-6400
• Latest filing: 2026-02-13
• Regulatory AUM: $80.2M
• Discretionary AUM: $80.2M
• Clients: 3
• Accounts: 387

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306937 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search