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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

SMARTPATH ADVISORS

SMARTPATH ADVISORS, LLC, CRD 304563

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d070a7d5-3402-0bb4-4a2f-cb7bcf87031f

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 11
On other graphs: 0
Observed: Oct 28, 2020 to Aug 5, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 9
Employees: 10
Advisory employees: 7
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-119877
CRD: 304563
Filings on the tape: 32
First filed: Oct 28, 2020
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, DE
Website: smartpathadvisors.co

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALOK VIJAY DESHPANDE	n/a	ATLANTA, GA	7	16	1	no
MARK REED SINDERSON	Certified Financial Planner	Norcross, GA \| ATLANTA, GA	6	24	9	no
Kyle Andrew Moore	Certified Financial Planner	NORTH RICHLAND HILLS, TX \| ATLANTA, GA \| North Richland Hills, TX	5	11	4	no
Tachelle Tanesha Nettles	Certified Financial Planner	ATLANTA, GA \| Cordova, TN	0	10	1	no
Wendy Claire Dudley	Certified Financial Planner\|Chartered Financial Consultant	Littleton, CO \| ATLANTA, GA	0	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DESHPANDE, ALOK, VIJAY	CO-FOUNDER AND CEO	C	yes	01/2010	Oct 28, 2020	Sep 6, 2024
DESHPANDE, ALOK, VIJAY	CHIEF EXECUTIVE OFFICER	Na	yes	05/2019	Oct 28, 2020	Sep 6, 2024
MCPHERSON, RYAN, DAVIDSON	CHIEF COMPLIANCE OFFICER	Na	yes	05/2019	Oct 28, 2020	Sep 6, 2024
SMARTPATH, INC.	PARENT COMPANY	E	yes	05/2019	Oct 28, 2020	Sep 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTELLIGENT WORTH, LLC	n/a	State registered	$350,658	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$0	$0	18	7	8	n/a	n/a
2024	Apr 17, 2025	$0	$0	11	9	9	n/a	n/a
2023	Mar 21, 2024	n/a	n/a	8	8	0	n/a	n/a
2022	Mar 21, 2023	n/a	n/a	8	8	0	n/a	n/a
2021	Mar 21, 2022	n/a	n/a	9	9	0	n/a	n/a
2020	Mar 12, 2021	n/a	n/a	6	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	11.1%	0	1	0	7	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	10	11	8	9

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Facet	2	Sep 4, 2020	Oct 29, 2020	ATLANTA, GA	Team lift out	Other	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ORIGIN INVESTMENT ADVISORY LLC	2	Jun 19, 2024	Jul 9, 2024	SARASOTA, FL	Team lift out	Other	4.1%

Relationships

Affiliated with (1)

→ INTELLIGENT WORTHRegistered adviserother investment adviser, common control
factForm ADV

Registered with (20)

← ALEXI Amber Ashley Gilmore-ManookianAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← Wendy Claire DudleyAdvisorregistration: current employment
Apr 1, 2026 to presentfactForm ADV
← Tachelle Tanesha NettlesAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← Kyle Andrew MooreAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV
← KYLE EDMUND HILLAdvisorregistration: current employment
Jan 5, 2021 to presentfactForm ADV
← TYLER JAMES LANDESAdvisorregistration: current employment
May 29, 2020 to presentfactForm ADV
← MARK REED SINDERSONAdvisorregistration: current employment
Mar 17, 2020 to presentfactForm ADV
← RYAN DAVIDSON MCPHERSONAdvisorregistration: current employment
Aug 16, 2019 to presentfactForm ADV
← ALOK VIJAY DESHPANDEAdvisorregistration: current employment
Aug 16, 2019 to presentfactForm ADV
← DAVID ALAN FOWLERAdvisorregistration: previous registration
Jul 9, 2024 to Jul 21, 2026factForm ADV
← EVON PETER MENDRINAdvisorregistration: previous registration
Jan 21, 2022 to Feb 25, 2026factForm ADV
← CHRISTOPHER GEORGE REDDICKAdvisorregistration: previous registration
Jul 9, 2024 to Dec 22, 2025factForm ADV
← MICHAEL BRYAN REYNOLDSAdvisorregistration: previous registration
Jul 17, 2024 to May 30, 2025factForm ADV
← ERIC JOHN GRITTERAdvisorregistration: previous registration
Jul 9, 2024 to Sep 6, 2024factForm ADV
← RYAN S GALIOTTOAdvisorregistration: previous registration
Jul 9, 2024 to Aug 28, 2024factForm ADV
← RYAN JOSEPH LANGANAdvisorregistration: previous registration
Apr 5, 2024 to May 29, 2024factForm ADV
← ANDREW JOSEPH LANGDONAdvisorregistration: previous registration
Jun 1, 2020 to Oct 14, 2022factForm ADV
← Mark MillerAdvisorregistration: previous registration
Jul 14, 2021 to Oct 20, 2021factForm ADV
← ALEXANDRA VIRGINIA WilsonAdvisorregistration: previous registration
Sep 24, 2019 to Sep 14, 2020factForm ADV
← ABIGAIL ELIZABETH NATHUAdvisorregistration: previous registration
Sep 23, 2019 to Sep 4, 2020factForm ADV

Controls (3)

← MCPHERSON, RYAN, DAVIDSONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 28, 2020 to Sep 6, 2024factForm ADV
← DESHPANDE, ALOK, VIJAYOwnerCO-FOUNDER AND CEO, ownership code C, individual
Oct 28, 2020 to Sep 6, 2024factForm ADV
← SMARTPATH, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Oct 28, 2020 to Sep 6, 2024factForm ADV

Moved with (2)

← ORIGIN INVESTMENT ADVISORY LLCRegistered adviser2 advisors, team lift out
Jun 19, 2024 to Jul 9, 2024factForm ADV
→ FACETRegistered adviser2 advisors, team lift out
Sep 4, 2020 to Oct 29, 2020factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 21, 2026
Advisor changed firm
David Alan Fowler left Smartpath Advisors for Facet (registered 2026-07-30)
Form ADVobserved 4 days ago
Occurred
Feb 25, 2026
Advisor departed, no destination yet
Evon Peter Mendrin no longer registered at Smartpath Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Dec 22, 2025
Advisor departed, no destination yet
Christopher George Reddick no longer registered at Smartpath Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
May 30, 2025
Advisor departed, no destination yet
Michael Bryan Reynolds no longer registered at Smartpath Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Sep 6, 2024
Advisor changed firm
Eric John Gritter left Smartpath Advisors for Clearview Capital (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Aug 28, 2024
Advisor departed, no destination yet
Ryan S Galiotto no longer registered at Smartpath Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jun 19, 2024
Team lift-out
2 advisors left Origin Investment Advisory LLC (Sarasota, FL) for Smartpath Advisors within 8 days
Form ADVobserved 4 days ago
2 advisors
Occurred
May 29, 2024
Advisor departed, no destination yet
Ryan Joseph Langan no longer registered at Smartpath Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 14, 2022
Advisor departed, no destination yet
Andrew Joseph Langdon no longer registered at Smartpath Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 28, 2020
First Form ADV filing
Smartpath Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jul 30, 2024
Smartpath Advisors reported 12 offices beyond its principal office, up from 0 (2024-07-09 to 2024-07-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d070a7d5-3402-0bb4-4a2f-cb7bcf87031f
First observed: Oct 28, 2020
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SMARTPATH ADVISORS

SMARTPATH ADVISORS, LLC, CRD 304563

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d070a7d5-3402-0bb4-4a2f-cb7bcf87031f

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALOK VIJAY DESHPANDE

n/a

ATLANTA, GA

MARK REED SINDERSON

Certified Financial Planner

Norcross, GA | ATLANTA, GA

Kyle Andrew Moore

Certified Financial Planner

NORTH RICHLAND HILLS, TX | ATLANTA, GA | North Richland Hills, TX

Tachelle Tanesha Nettles

Certified Financial Planner

ATLANTA, GA | Cordova, TN

Wendy Claire Dudley

Certified Financial Planner|Chartered Financial Consultant

Littleton, CO | ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DESHPANDE, ALOK, VIJAY

CO-FOUNDER AND CEO

yes

01/2010

Oct 28, 2020

Sep 6, 2024

DESHPANDE, ALOK, VIJAY

CHIEF EXECUTIVE OFFICER

yes

05/2019

Oct 28, 2020

Sep 6, 2024

MCPHERSON, RYAN, DAVIDSON

CHIEF COMPLIANCE OFFICER

yes

05/2019

Oct 28, 2020

Sep 6, 2024

SMARTPATH, INC.

PARENT COMPANY

yes

05/2019

Oct 28, 2020

Sep 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTELLIGENT WORTH, LLC

n/a

State registered

$350,658

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

n/a

2024

Apr 17, 2025

n/a

2023

Mar 21, 2024

n/a

2022

Mar 21, 2023

n/a

2021

Mar 21, 2022

n/a

2020

Mar 12, 2021

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Facet

Sep 4, 2020

Oct 29, 2020

ATLANTA, GA

Team lift out

Other

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ORIGIN INVESTMENT ADVISORY LLC

Jun 19, 2024

Jul 9, 2024

SARASOTA, FL

Team lift out

Other

4.1%