RIA Intel›Advisers›Michigan›SMART MONEY FINANCIAL ADVISORS, LLC

SMART MONEY FINANCIAL ADVISORS, LLC

Advisory

STERLING HEIGHTS, MI

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in MI
#430
of 521 advisers by AUM
Average account
$207K
across 387 accounts
AUM per adviser
$80M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$80M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients145
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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$80M
-13.8% 1Y
ARK ADVISORS, LLC
$79M
BRANCH CAPITAL MANAGEMENT LLC
HOLLAND, MI
$79M
VISION WEALTH MANAGEMENT, INC.
COMMERCE TWP, MI
$81M
SIMPLIFIED FINANCIAL PARTNERS, LLC
CALUMET, MI
$78M

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