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LEELYN SMITH, LLC

GENEVA, IL · CRD 110517 · IAPD ↗ · 630-232-8995

$852.3MRegulatory AUM
14Advisory reps
38Employees
3Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — LEELYN SMITH, LLC shrank from 20 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
January 2026 — LEELYN SMITH, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — LEELYN SMITH, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — LEELYN SMITH, LLC crossed $500M in regulatory AUM ($466.1M -> $603.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.