SMART WEALTH, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 315496). Regulatory assets under management: $686.4M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| David Andrew Brooks | CHIEF EXECUTIVE OFFICER | — |
| Louis Rutherford Brooks | CHIEF COMPLIANCE OFFICER | — |
| HIGGINS ROSEANN | CHIEF COMPLIANCE OFFICER | — |
| BROOKS DAVID ANDREW | CHIEF EXECUTIVE OFFICER | — |
| Brooks Louis Rutherford | CHIEF COMPLIANCE OFFICER | — |
| Lecia Mizener Nicole | CHIEF OPERATIONS OFFICER | — |