RIA Intel›Advisers›Florida›SMARTX ADVISORY SOLUTIONS LLC

SMARTX ADVISORY SOLUTIONS LLC

Advisory

N·WEST PALM BEACH, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$27.0B

1-Year AUM Growth

+30.5%

3-Year CAGR

+8.2%

Employees

2

Assets Under Management

Total AUM$27.0B

Discretionary AUM$27.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees2

Investment Advisers96

Employee Growth (1Y)-66.7%

Filing History

Total Filings on Record25

First FilingJul 6, 2018

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SMARTX ADVISORY SOLUTIONS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.