Investment adviser · CRD 304563
SMARTPATH ADVISORS
Investment adviser filing (IA)
SMARTPATH ADVISORS, LLC
· Form ADV filed Aug 5, 2026
- Employees
- 10 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Financial planning
Compensation
Fixed
Principal office
CRD 304563
Filing source
Form ADV 2124351 · Aug 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.