# INVEST SMART USA, INC.

INVEST SMART USA, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 168135
- Type: SEC-registered investment adviser
- Location: 7440 E PINNACLE PEAK ROAD, SCOTTSDALE, AZ, 85255
- Phone: 480-389-0111
- Latest filing: 2026-02-18
- Regulatory AUM: $45.3M
- Discretionary AUM: $45.3M
- Clients: 2
- Accounts: 209

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168135/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168135/similar
- Related entities: https://search.stillhousedata.com/firm/168135/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168135

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.