# A Smarter Way To Invest

A Smarter Way To Invest is a Bank / Wealth / Trust based in Brighton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brighton, United States
- **Region:** North America
- **Address:** Brighton, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** asmarterwaytoinvest.com
- **LinkedIn:** https://www.linkedin.com/company/a-smarter-way-to-invest

## Regulatory record

- **CRD number:** 166170
- **SEC file number:** 801-110895
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166170

## About

A Smarter Way To Invest was established in 2012. It functions as a US-based registered investment advisor offering services to multiple client types. The firm provides investment advisory, wealth management, and financial planning. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. Services extend to trusts, retirement plans, and estates. No team size, additional offices, or recent operational events from the last 24 months are documented. Adjacent vehicles or philanthropic structures remain undisclosed. The firm operates as a standard RIA without evident hybrid structures or succession details in public materials.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at A Smarter Way To Invest?

No named principals or CIO appear in available records.

### Does A Smarter Way To Invest participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

### What investment stages does A Smarter Way To Invest typically target?

No investment stage focus is documented in the source material.

## Related profiles

- [ASMA Invest](https://altss.com/profile/asma-invest)
- [ASN Bank](https://altss.com/profile/asn-bank)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/a-smarter-way-to-invest

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