LAKE FOREST PARK, WACRD 131342Latest ADV March 27, 2026
Smart Portfolios, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Forest Park, WA. Its latest Form ADV filing, dated March 27, 2026, reports $210M in regulatory assets under management, 6 employees, 1 office, and 448 accounts.
Assets Under Management
$210M
Employees
6
Offices
1 office
Total Clients
150
Primary office
LAKE FOREST PARK, WA
17849 BALLINGER WAY NE, LAKE FOREST PARK, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.7% of total clients.
Top client categories% of clientsClients
1
Individuals
60.7%
91
2
HNWI
39.3%
59
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of March 27, 2026
Discretionary98.9%
$208M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$210M
Total Accounts448
10Y AUM Change+$55M (+35.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.