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SMARTPATH ADVISORS

SMARTPATH ADVISORS, LLC

CRD 304563 · SEC 801-119877

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AL, United States

Phone

(678) 538-9420

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

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