← Tributary

A SMARTER WAY TO INVEST

BRIGHTON, MI · CRD 166170 · IAPD ↗ · asmarterwaytoinvest.com · 810-588-6178

$150.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — A SMARTER WAY TO INVEST, INC. is now doing business as A SMARTER WAY TO INVEST.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2026 — A SMARTER WAY TO INVEST reported RAUM up 34% ($112.2M -> $150.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — A SMARTER WAY TO INVEST, INC. reported RAUM up 32% ($84.8M -> $112.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2024 — A SMARTER WAY TO INVEST, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — A SMARTER WAY TO INVEST, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2024 — A SMARTER WAY TO INVEST, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.