Smartharvest Portfolios
Smartharvest Portfolios is an SEC-registered wealth manager with $348.1M assets under management (AUM, regulatory AUM), +105% over one year. See who owns Smartharvest Portfolios: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334260, SEC 801-131762, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $348.1M (2026-03-13)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 255
- CRD
- 334260
- Ownership
- LUNDE, KYLE, JACOB
How much AUM does Smartharvest Portfolios have?
Smartharvest Portfolios reported $348.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Smartharvest Portfolios?
Disclosed owners and executives of Smartharvest Portfolios include LUNDE, KYLE, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.