A Smarter Way To Invest is an SEC registered investment adviser organized as a corporation with a primary office location in Brighton, MI. Its latest Form ADV filing, dated March 17, 2026, reports $150M in regulatory assets under management, 7 employees, 2 offices, and 837 accounts.
Assets Under Management
$150M
Employees
7
Offices
2 offices
Total Clients
<5
Primary office
BRIGHTON, MI
1024 E. GRAND RIVER AVE, SUITE B, BRIGHTON, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 17, 2026
Discretionary100.0%
$150M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$150M
Total Accounts837
10Y AUM Change+$150M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee—
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.