SMARTX ADVISORY SOLUTIONS LLC
Legal name: SMARTX ADVISORY SOLUTIONS
CRD #297680 SEC #801-113795 WEST PALM BEACH, FL 561-835-8690
SEC Registered
Total AUM
$26.5B
Discretionary
$26.5B
Employees
94
Clients
--
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $26.5B | $26.5B | $0 | 94 | 0 |
| Apr 2025 | $26.5B | $26.5B | $0 | 94 | 0 |
| Oct 2024 | $22.9B | $22.9B | $0 | 91 | 0 |
| May 2024 | $22.9B | $22.9B | $0 | 91 | 0 |
| Apr 2024 | $22.9B | $22.9B | $0 | 91 | 0 |
| Mar 2024 | $22.9B | $22.9B | $0 | 91 | 0 |
| Dec 2023 | $17.6B | $17.6B | $0 | 118 | 0 |
| Aug 2023 | $17.6B | $17.6B | $0 | 118 | 0 |
| Mar 2023 | $17.6B | $17.6B | $0 | 118 | 0 |
| Mar 2022 | $18.3B | $18.3B | $0 | 90 | 0 |
| Oct 2021 | $18.1B | $18.1B | $0 | 67 | 0 |
| Mar 2021 | $14.4B | $14.4B | $0 | 47 | 0 |
| Mar 2021 | $13B | $13B | $0 | 40 | 0 |
| Jan 2021 | $10.2B | $10.2B | $0 | 40 | 0 |
| Oct 2020 | $8.9B | $8.9B | $0 | 37 | 0 |
| Sep 2020 | $1.5B | $1.5B | $0 | 37 | 0 |
| Aug 2020 | $1.5B | $1.5B | $0 | 36 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 31 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 31 | 0 |
| Apr 2020 | $1.5B | $1.5B | $0 | 31 | 0 |
| Oct 2019 | $1.2B | $1.2B | $0 | 30 | 0 |
| Apr 2019 | $1.2B | $1.2B | $0 | 30 | 0 |
| Mar 2019 | $969.8M | $969.8M | $0 | 30 | 0 |
| Oct 2018 | $0 | $0 | $0 | 22 | 0 |
| Aug 2018 | $0 | $0 | $0 | 22 | 0 |
| Aug 2018 | $0 | $0 | $0 | 22 | 0 |
| Jul 2018 | $0 | $0 | $0 | 22 | 0 |
DateDec 2025
Total AUM$26.5B
Discretionary$26.5B
Non-Disc.$0
Employees94
Clients0
DateApr 2025
Total AUM$26.5B
Discretionary$26.5B
Non-Disc.$0
Employees94
Clients0
DateOct 2024
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees91
Clients0
DateMay 2024
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees91
Clients0
DateApr 2024
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees91
Clients0
DateMar 2024
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees91
Clients0
DateDec 2023
Total AUM$17.6B
Discretionary$17.6B
Non-Disc.$0
Employees118
Clients0
DateAug 2023
Total AUM$17.6B
Discretionary$17.6B
Non-Disc.$0
Employees118
Clients0
DateMar 2023
Total AUM$17.6B
Discretionary$17.6B
Non-Disc.$0
Employees118
Clients0
DateMar 2022
Total AUM$18.3B
Discretionary$18.3B
Non-Disc.$0
Employees90
Clients0
DateOct 2021
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees67
Clients0
DateMar 2021
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees47
Clients0
DateMar 2021
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees40
Clients0
DateJan 2021
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees40
Clients0
DateOct 2020
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees37
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees37
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees31
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees31
Clients0
DateApr 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees31
Clients0
DateOct 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees30
Clients0
DateApr 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees30
Clients0
DateMar 2019
Total AUM$969.8M
Discretionary$969.8M
Non-Disc.$0
Employees30
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0