Smart Portfolio LLC
CRD 324633SEC# 801-127212Brea, CA
No longer SEC-registered. Smart Portfolio LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$44.1M
Employees
2
Accounts
60
Location
Brea, CA
Smart Portfolio LLC assets under management
Smart Portfolio LLC is an investment advisory firm registered with the SEC based in Brea, CA. It reports $44.1 million in regulatory assets under management and employs 2 people.
Smart Portfolio LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleksandr Revmirovich Dyo Control | Manager And Cco | Over 75% | 2022 |
Frequently asked questions
How much does Smart Portfolio LLC manage?
Smart Portfolio LLC reports $44.1 million in regulatory assets under management on its Form ADV.
How many employees does Smart Portfolio LLC have?
Smart Portfolio LLC reports 2 employees.
Where is Smart Portfolio LLC located?
Smart Portfolio LLC is based in Brea, CA.
Does Smart Portfolio LLC disclose fund performance?
Smart Portfolio LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3230 E. Imperial Highway, Suite 300, Brea, CA 92821 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$44.1M▲ 58%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$44.1Mregulatory AUM
Discretionary $44.1M