A Smarter Way To Invest
A Smarter Way To Invest is an SEC-registered mass-market adviser in Brighton, MI with $150.0M assets under management (AUM, regulatory AUM), +34% over one year. See who owns A Smarter Way To Invest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166170, SEC 801-110895, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $150.0M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Brighton, MI
- Employees
- 7
- Clients
- 330
- CRD
- 166170
- Ownership
- BRIGGS, RONALD, JOHN; MOORE, JERRY BRUCE; Meyer, Nathan, D; Carlson, Maxwell, E
How much AUM does A Smarter Way To Invest have?
A Smarter Way To Invest reported $150.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns A Smarter Way To Invest?
Disclosed owners and executives of A Smarter Way To Invest include BRIGGS, RONALD, JOHN, MOORE, JERRY BRUCE, Meyer, Nathan, D, Carlson, Maxwell, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.