← Tributary

SMARTMONEY.CO, LLC

· CRD 285943 · IAPD ↗ · smartmoney.co · 510-396-2953

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — SMARTMONEY.CO, LLC (location n/a) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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