INVEST SMART USA, INC.

INVEST SMART USA, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 168135). Regulatory assets under management: $45.3M.

Registration

• CRD: 168135
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search