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Chief Compliance Officer · Smart Wealth, LLC

JOSHUA T. CHEATLE

CRD 5732277 · Named on Form ADV at one SEC-registered adviser

At a glance

Smart Wealth, LLC, an SEC-registered wealth manager based in Omaha, NE with $686 million in regulatory assets, lists JOSHUA T. CHEATLE on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Smart Wealth, LLCChief Compliance OfficerWealth manager · Omaha, NE · $686M in regulatory assets

AtlasMembers

JOSHUA’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For JOSHUA’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.