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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2021
- Office Locations
- 1
Office Locations
About Smart Wealth, LLC
SMARTWay (SMART Wealth, LLC) sponsors active, quantitatively driven U.S. equity ETFs designed for long-term capital appreciation. Strategies include SGRT, a concentrated portfolio with no sector or industry allocation constraints, and STRN, a quantitative trend-following large-cap approach targeting highly liquid stocks with sector caps for diversification. Distributed to retail and institutional investors.
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Custodian
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Owner & Executives
DAVID ANDREW BROOKS SR
Chief Executive Officer, Director
- CRD
- #4000767
- Ownership
- 75% or more
LOUIS RUTHERFORD BROOKS JR.
Chief Compliance Officer
- CRD
- #7642326
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Taylor Edward Anderson
Portfolio Analyst
- CRD
- #7696467
SCOTT STEPHEN AREHART
Director of Business Development
- CRD
- #7726809
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,250,746 | $170,843 |
| Non-Discretionary | $18,159,179 | $279,372 |
| Total | $686,409,925 | $172,771 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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