SMART PORTFOLIOS, LLC
CRD #131342 SEC #801-67772 LAKE FOREST PARK, WA 206-686-3636
SEC Registered
Total AUM
$202.9M
Discretionary
$197.9M
Employees
6
Clients
1
Accounts
470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $202.9M | $197.9M | $5M | 6 | 1 |
| Sep 2025 | $202.9M | $197.9M | $5M | 6 | 1 |
| Mar 2025 | $202.9M | $197.9M | $5M | 6 | 1 |
| Mar 2025 | $202.9M | $197.9M | $5M | 6 | 1 |
| Nov 2024 | $187.9M | $183.5M | $4.4M | 6 | 1 |
| Apr 2024 | $187.9M | $183.5M | $4.4M | 6 | 1 |
| Mar 2024 | $187.9M | $183.5M | $4.4M | 6 | 1 |
| Dec 2023 | $114.6M | $113.1M | $1.5M | 6 | 1 |
| Mar 2023 | $114.6M | $113.1M | $1.5M | 6 | 1 |
| Mar 2023 | $114.6M | $113.1M | $1.5M | 6 | 1 |
| Nov 2022 | $214.3M | $213.5M | $844.8K | 6 | 0 |
| Apr 2022 | $214.3M | $213.5M | $844.8K | 6 | 0 |
| Mar 2022 | $214.3M | $213.5M | $844.8K | 6 | 0 |
| Dec 2021 | $195.1M | $193M | $2.1M | 7 | 0 |
| Apr 2021 | $195.1M | $193M | $2.1M | 7 | 0 |
| Mar 2021 | $195.1M | $193M | $2.1M | 7 | 0 |
| Jun 2020 | $203.1M | $201.6M | $1.5M | 8 | 0 |
| Mar 2020 | $203.1M | $201.6M | $1.5M | 8 | 0 |
| Nov 2019 | $184M | $184M | $0 | 9 | 36 |
| Oct 2019 | $184M | $184M | $0 | 9 | 36 |
| Mar 2019 | $184M | $184M | $0 | 9 | 36 |
| Apr 2018 | $181.3M | $176.4M | $5M | 4 | 36 |
| Mar 2017 | $155.7M | $152.6M | $3.1M | 3 | 1 |
| Mar 2016 | $183.6M | $180.2M | $3.4M | 5 | 1 |
| Mar 2015 | $143.4M | $139.1M | $4.3M | 5 | 1 |
| Jun 2014 | $139.4M | $134.3M | $5M | 5 | 1 |
| Apr 2014 | $139.4M | $134.3M | $5M | 5 | 1 |
| Apr 2013 | $141.7M | $139.7M | $2M | 5 | 26 |
| Mar 2012 | $220.6M | $220.3M | $301K | 1 | 26 |
| Aug 2011 | $220.1M | $220.1M | $0 | 5 | -- |
| Aug 2011 | $220.1M | $220.1M | $0 | 5 | -- |
| Apr 2011 | $220.1M | $220.1M | $0 | 5 | -- |
| Oct 2010 | $163.4M | $163.4M | $0 | 5 | -- |
| Apr 2010 | $163.4M | $163.4M | $0 | 5 | -- |
| Jul 2009 | $118M | $118M | $0 | 5 | -- |
| Jun 2009 | $105M | $105M | $0 | 5 | -- |
| Mar 2009 | $69M | $0 | $69M | 5 | -- |
| Mar 2008 | $32.2M | $16.5M | $15.7M | 10 | -- |
| May 2007 | $32.2M | $16.5M | $15.7M | 10 | -- |
| Mar 2007 | $32.2M | $16.5M | $15.7M | 10 | -- |
DateOct 2025
Total AUM$202.9M
Discretionary$197.9M
Non-Disc.$5M
Employees6
Clients1
DateSep 2025
Total AUM$202.9M
Discretionary$197.9M
Non-Disc.$5M
Employees6
Clients1
DateMar 2025
Total AUM$202.9M
Discretionary$197.9M
Non-Disc.$5M
Employees6
Clients1
DateMar 2025
Total AUM$202.9M
Discretionary$197.9M
Non-Disc.$5M
Employees6
Clients1
DateNov 2024
Total AUM$187.9M
Discretionary$183.5M
Non-Disc.$4.4M
Employees6
Clients1
DateApr 2024
Total AUM$187.9M
Discretionary$183.5M
Non-Disc.$4.4M
Employees6
Clients1
DateMar 2024
Total AUM$187.9M
Discretionary$183.5M
Non-Disc.$4.4M
Employees6
Clients1
DateDec 2023
Total AUM$114.6M
Discretionary$113.1M
Non-Disc.$1.5M
Employees6
Clients1
DateMar 2023
Total AUM$114.6M
Discretionary$113.1M
Non-Disc.$1.5M
Employees6
Clients1
DateMar 2023
Total AUM$114.6M
Discretionary$113.1M
Non-Disc.$1.5M
Employees6
Clients1
DateNov 2022
Total AUM$214.3M
Discretionary$213.5M
Non-Disc.$844.8K
Employees6
Clients0
DateApr 2022
Total AUM$214.3M
Discretionary$213.5M
Non-Disc.$844.8K
Employees6
Clients0
DateMar 2022
Total AUM$214.3M
Discretionary$213.5M
Non-Disc.$844.8K
Employees6
Clients0
DateDec 2021
Total AUM$195.1M
Discretionary$193M
Non-Disc.$2.1M
Employees7
Clients0
DateApr 2021
Total AUM$195.1M
Discretionary$193M
Non-Disc.$2.1M
Employees7
Clients0
DateMar 2021
Total AUM$195.1M
Discretionary$193M
Non-Disc.$2.1M
Employees7
Clients0
DateJun 2020
Total AUM$203.1M
Discretionary$201.6M
Non-Disc.$1.5M
Employees8
Clients0
DateMar 2020
Total AUM$203.1M
Discretionary$201.6M
Non-Disc.$1.5M
Employees8
Clients0
DateNov 2019
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees9
Clients36
DateOct 2019
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees9
Clients36
DateMar 2019
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees9
Clients36
DateApr 2018
Total AUM$181.3M
Discretionary$176.4M
Non-Disc.$5M
Employees4
Clients36
DateMar 2017
Total AUM$155.7M
Discretionary$152.6M
Non-Disc.$3.1M
Employees3
Clients1
DateMar 2016
Total AUM$183.6M
Discretionary$180.2M
Non-Disc.$3.4M
Employees5
Clients1
DateMar 2015
Total AUM$143.4M
Discretionary$139.1M
Non-Disc.$4.3M
Employees5
Clients1
DateJun 2014
Total AUM$139.4M
Discretionary$134.3M
Non-Disc.$5M
Employees5
Clients1
DateApr 2014
Total AUM$139.4M
Discretionary$134.3M
Non-Disc.$5M
Employees5
Clients1
DateApr 2013
Total AUM$141.7M
Discretionary$139.7M
Non-Disc.$2M
Employees5
Clients26
DateMar 2012
Total AUM$220.6M
Discretionary$220.3M
Non-Disc.$301K
Employees1
Clients26
DateAug 2011
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees5
Clients--
DateMar 2008
Total AUM$32.2M
Discretionary$16.5M
Non-Disc.$15.7M
Employees10
Clients--
DateMay 2007
Total AUM$32.2M
Discretionary$16.5M
Non-Disc.$15.7M
Employees10
Clients--
DateMar 2007
Total AUM$32.2M
Discretionary$16.5M
Non-Disc.$15.7M
Employees10
Clients--