SMART PORTFOLIO LLC
Legal name: SMART PORTFOLIO
CRD #324633 SEC #801-127212 BREA, CA 858-898-8000
SEC Registered
Total AUM
$44.1M
Discretionary
$44.1M
Employees
2
Clients
--
Accounts
60
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $44.1M | $44.1M | $0 | 2 | 0 |
| Dec 2025 | $44.1M | $44.1M | $0 | 2 | 0 |
| Nov 2025 | $44.1M | $44.1M | $0 | 2 | 0 |
| Oct 2025 | $44.1M | $44.1M | $0 | 2 | 0 |
| May 2025 | $35M | $35M | $0 | 2 | 0 |
| Jan 2025 | $28M | $28M | $0 | 2 | 0 |
| Mar 2024 | $28M | $28M | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
| Apr 2023 | $0 | $0 | $0 | 2 | 0 |
| Feb 2023 | $0 | $0 | $0 | 2 | 0 |
| Jan 2023 | $0 | $0 | $0 | 2 | 0 |
| Dec 2022 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees2
Clients0
DateDec 2025
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2025
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2025
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2025
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0