SMARTT WEALTH SOLUTIONS, LLC

Overview

Smartt Wealth Solutions, LLC is structured as a limited liability company under individual ownership that provides advisory services focused on financial planning, the selection of other advisers, and educational seminars or workshops. The firm's fee model includes fixed fees (and other unspecified fee arrangements) rather than a standard asset-based billing approach. It identifies itself as a capital allocator and reports that it does not pursue ESG investing initiatives. The adviser maintains formal relationships with outside professionals — including accountants, law firms, and insurance companies — and explicitly offers manager selection services, indicating it sources investment managers and strategies from third-party providers rather than relying exclusively on in‑house portfolio management.

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