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STRATEGIC PORTFOLIO SOLUTIONS, LLC

DALLAS, TX · CRD 156374 · IAPD ↗ · (214) 446-4910

$136.2MRegulatory AUM
5Advisory reps
5Employees
5Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — STRATEGIC PORTFOLIO SOLUTIONS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — STRATEGIC PORTFOLIO SOLUTIONS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
September 2024 — STRATEGIC PORTFOLIO SOLUTIONS, LLC (DALLAS, TX) is newly SEC-registered with $101.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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