Treshon Anthony Ingram
Investment adviser representative at Smart Wealth, LLC
16 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Smart Wealth, LLCJan 2026 to now
- Retire SmartJan 2026 to now
- Lifetime Planning Marketing, Inc.Aug 2020 to Dec 2025
- Liberty Wealth Management, LLCJun 2020 to Dec 2025
- Advisors ExcelOct 2016 to Mar 2020
- KtaNov 2014 to Jun 2017
- StudentJan 2010 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7264764
- Firm CRD
- 315496