Smart Portfolios, LLC
Smart Portfolios, LLC is an SEC-registered wealth manager in Lake Forest Park, WA with $210.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Smart Portfolios, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131342, SEC 801-67772, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $210.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Lake Forest Park, WA
- Employees
- 6
- Clients
- 150
- CRD
- 131342
- Ownership
- JAMES, BRYCE, ARNEVICK; SHIELD HOLDINGS, LLC; THOMPSON, RONALD, JAY; CAMPBELL, KEITH, EDWARD; Copper, Kristin, Lynn
How much AUM does Smart Portfolios, LLC have?
Smart Portfolios, LLC reported $210.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Smart Portfolios, LLC?
Disclosed owners and executives of Smart Portfolios, LLC include JAMES, BRYCE, ARNEVICK, SHIELD HOLDINGS, LLC, THOMPSON, RONALD, JAY, CAMPBELL, KEITH, EDWARD, Copper, Kristin, Lynn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.