Investment adviser · CRD 297680
SMARTX ADVISORY SOLUTIONS
Investment adviser filing (IA)
SMARTX ADVISORY SOLUTIONS LLC
WEST PALM BEACH, FL, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $27B Form ADV · Item 5.F
- Client accounts
- 61 Accounts, not individual clients
- Employees
- 96 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 61 | $26,993,430,437 | 100.0% |
Filing source
Form ADV 2131076 · Sep 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Sep 4, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
105 S. NARCISSUS AVENUE, SUITE 701WEST PALM BEACH, FL, 33401, United States
CRD 297680
Filing source
Form ADV 2131076 · Sep 4, 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.