Successful Portfolios LLC
Successful Portfolios LLC is an SEC-registered wealth manager in Clearwater, FL with $281.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Successful Portfolios LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152429, SEC 801-80702, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $281.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Clearwater, FL
- Employees
- 3
- Clients
- 206
- CRD
- 152429
- Ownership
- BARRETT, JOHN, PAUL; BAER, JOSEPH, CHARLES; BENNETT, DAVID, LLOYD; EVANS, HARLEY, PARKER
How much AUM does Successful Portfolios LLC have?
Successful Portfolios LLC reported $281.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Successful Portfolios LLC?
Disclosed owners and executives of Successful Portfolios LLC include BARRETT, JOHN, PAUL, BAER, JOSEPH, CHARLES, BENNETT, DAVID, LLOYD, EVANS, HARLEY, PARKER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.