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SMART PORTFOLIOS, LLC

LAKE FOREST PARK, WA · CRD 131342 · IAPD ↗ · smartportfolios.com · 206-686-3636

$210.3MRegulatory AUM
4Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — SMART PORTFOLIOS, LLC reported RAUM up 64% ($114.6M -> $187.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.