# Successful Portfolios LLC

Successful Portfolios LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://successfulportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/successfulportfolios

## Regulatory record

- **CRD number:** 152429
- **SEC file number:** 801-80702
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152429

## About

SUCCESSFUL PORTFOLIOS LLC is an SEC-registered investment adviser in CLEARWATER, FL, registered since 2015. The firm manages $282 million in assets, $259 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### What is the ownership structure of Successful Portfolios LLC?

Successful Portfolios LLC is registered as a limited-liability company, a common structure for U.S. single-family offices. No information on members or beneficiaries is publicly available.

### Has Successful Portfolios LLC made any publicly reported investments?

There are no publicly recorded investments, portfolio companies, or co-investments linked to Successful Portfolios LLC in any verifiable source. The firm's investment activity is entirely opaque.

### Who manages investment decisions at Successful Portfolios LLC?

No principals, investment professionals, or advisory team members are named in public records. The decision-making structure is unknown.

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Last updated: 2026-07-06T01:24:26.246Z

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