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SMARTX ADVISORY SOLUTIONS

WEST PALM BEACH, FL · CRD 297680 · IAPD ↗ · 561-835-8690

$26.99BRegulatory AUM
2Advisory reps
96Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2024 — SMARTX ADVISORY SOLUTIONS shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2024 — SMARTX ADVISORY SOLUTIONS reported RAUM up 31% ($17.56B -> $22.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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