Smart Portfolio

Overview

Smart Portfolio is a state registered investment adviser based in Brea, CA, registered since 2023. It reports $44.1M in assets under management across 60 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$44.1M

Discretionary

100%

Accounts

60

Average account

$736K

Employees

2

Advisory reps

1

Registered since

2023

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Aleksandr Revmirovich Dyo Manager, Chief Compliance Officer CRD 4660824

Advisory reps 1 of 1

• Aleksandr Revmirovich Dyo Insurance Agent · Investment Adviser Rep CRD 4660824

Location

Headquarters

3230 E Imperial Hwy Ste 300
Brea, CA 92821

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: smrtportfolio.com

Every state, with registration dates

Similar firms near Brea

• Lighthouse Financial Services IncBrea, CA$473M AUM
• Sackett Wealth Advisors, Inc.Brea, CA$212M AUM
• Investlinc Wealth ServicesBrea, CA$116M AUM
• Anchor Financial GroupBrea, CA$102M AUM
• Des Financial Group, LLCBrea, CA$34.1M AUM