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SMART PORTFOLIOS, LLC

CRD 131342 · SEC 801-67772

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17849 BALLINGER WAY NE, LAKE FOREST PARK, WA, 98155, United States

Phone

206-686-3636

Fax

206-686-3637

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$210.3M

Discretionary AUM

$207.9M

Team

6 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals91$40.5M
High net worth individuals59$169.1M

States served

AZ, CA, ID, LA, WA

All web addresses on file

Official SEC filing: View on IAPD