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SMARTLEAF ASSET MANAGEMENT LLC

BOSTON, MA · CRD 172273 · IAPD ↗ · smartleafam.com · 857-366-9340

$6.85BRegulatory AUM
4Advisory reps
18Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

65
April 2026 — SMARTLEAF ASSET MANAGEMENT LLC reported RAUM up 86% ($3.68B -> $6.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — SMARTLEAF ASSET MANAGEMENT LLC reported RAUM up 37% ($2.69B -> $3.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
37
April 2024 — SMARTLEAF ASSET MANAGEMENT LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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