Scott Stephen Arehart
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.
- Retire Smart, LLCFeb 2025 to now
- Smart Wealth, LLCFeb 2025 to now
- UnemployedOct 2024 to Jan 2025
- Welcome Home Financial PartnersOct 2022 to Oct 2024
- UnemployedMay 2022 to Sep 2024
- Insurance Agency Marketing ServicesOct 2010 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7726809
- Firm CRD
- 315496