Smart Wealth LLC
SMART Wealth LLC is a registered investment adviser headquartered in Omaha, Nebraska. Founded in 2020 by David Andrew Brooks, Sr., the firm specializes in personalized wealth management and financial planning services. With approximately 35 to 45 employees, it serves mainly individual investors and high-net-worth individuals, providing investment management, retirement planning, tax-efficient strategies, and risk management solutions. SMART Wealth operates as part of the 'Retire SMART' family, focusing on long-term financial security and planning for its clients.
Investment Strategy
SMART Wealth LLC offers a customized, client-focused investment approach, emphasizing strategic asset allocation tailored to individual financial objectives and risk tolerances. The firm primarily serves individual and high-net-worth clients, building diversified portfolios with holdings in equities, fixed income, and ETFs. Key areas of focus include retirement planning, tax efficiency, and risk management. Their investment philosophy emphasizes prudent diversification, active portfolio management, and periodic rebalancing to achieve long-term financial goals.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.00% | $9.6M | 60,573 | $119.18 | $157.99 | +$1.0M |
V VGSH | VANGUARD SCOTTSDALE FDS | 2.70% | $8.6M | 146,587 | $58.74 | $58.78 | +$1.2M |
F FIAX | TIDAL TR II | 2.68% | $8.5M | 467,474 | $19.51 | $18.25 | +$1.1M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 2.66% | $8.5M | 149,371 | $57.17 | $56.85 | +$1.4M |
E EALT | INNOVATOR ETFS TRUST | 2.44% | $7.8M | 239,080 | $29.61 | $32.58 | -$5.0M |