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SMARTPATH ADVISORS
SMARTPATH ADVISORS, LLC
CRD 304563 · SEC 801-119877
AL, United States
Phone
(678) 538-9420
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
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Discretionary AUM
—
Team
18 total employees; 8 advisory reps; 369 broker-dealer reps
Clients
251-500
Fees
Fixed fees; PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planning
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, MN, NJ, NY, OH, OK, OR, PA, TN, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD