A SMARTER WAY TO INVEST, INC.
C43
CRD 166170·SEC 801-110895·BRIGHTON, MI
AUM
$150.0M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$450K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $54.9M
'21 · $58.5M
'22 · $60.5M
'23 · $92.6M
'25 · $112.2M
'26 · $150.0M
'20'26
$54.9M → $150.0M▲ +173%
Client mix
—
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 1 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
2 advisors → 4 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited