RIA Intel›Advisers›Arizona›INVEST SMART USA, INC.

INVEST SMART USA, INC.

Advisory

SCOTTSDALE, AZ

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$217K

across 209 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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