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SMARTHARVEST PORTFOLIOS
SMARTHARVEST PORTFOLIOS LLC
CRD 334260 · SEC 801-131762
CA, United States
Phone
206-841-9944
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$348.1M
Discretionary AUM
$348.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)SUBADVISER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 255 | $348.1M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD