A SMARTER WAY TO INVEST, INC.
DBA: A SMARTER WAY TO INVEST
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $150.0M |
| Discretionary | $150.0M100% of AUM |
| Client Accounts | 837 |
| Avg Account Size | $179K |
| Employees | 7 |
| Peak AUM | $150.0MMar 2026 |
AUM by Client Type
Total AUM
$150M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | +33.7% | +25.9% | +19.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $150.0M |
| Discretionary | $150.0M |
| Employees | 7 |
| Client Accounts | 837 |
| Client Range | 0 |
Contact & Location
Address
1024 E. GRAND RIVER AVE
BRIGHTON MI 48116
Phone
810-588-6178
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$150M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension Consultant