# INVEST SMART USA

INVEST SMART USA is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://investsmartusa.com
- **LinkedIn:** https://www.linkedin.com/company/invest-smart-usa

## Regulatory record

- **CRD number:** 168135
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168135

## About

INVEST SMART USA, INC. is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $45 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Does INVEST SMART USA manage private funds or participate in direct venture capital deals?

No. The firm's public regulatory filings do not disclose any private funds, venture capital investments, or direct private equity co-investments. Its reported services are limited to portfolio management using publicly traded securities and mutual funds, plus financial planning and adviser selection for retail clients. There is no public record of the firm operating as a direct investor in private companies.

## Related profiles

- [Investek Company](https://altss.com/profile/investek-company)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/invest-smart-usa-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology