Smartx Advisory Solutions

$26.99BAssets under management
as of Sep 2026 · SEC Form ADV
West Palm Beach, FL
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Tech stack

No one at Smartx Advisory Solutions has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $10.2B held · filed Oct 2024
Schwab
Per Form ADV · $9.5B held · filed Oct 2024
Fidelity
Per Form ADV · $2.1B held · filed Oct 2024