SMAART LLC

Overview

Smaart LLC is an independent registered investment advisor that operates as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored to the needs of individuals and small businesses. Smaart LLC is not classified as a capital allocator and does not actively engage in ESG investing. The firm’s diverse fee structure includes percentage-based fees on assets under management, hourly charges, subscription fees, and fixed fees, reflecting its flexible approach to client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices