Financial ServicesRegistered Investment AdviserActiveVerified

Smarter Way Wealth

David Van Osdol, Principal

Smarter Way Wealth, LLC is a Connecticut-registered investment adviser based in Glastonbury, CT, offering fiduciary financial planning and investment advice for a flat monthly fee. The firm is led by David Van Osdol, whose name appears on both the LLC filing and the company website. The site emphasizes serious planning and better tools, positioning itself as a fee-only adviser.

Filed March 10, 2026 · Glastonbury, CT · Hartford County

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Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3394454 · Retrieved July 27, 2026

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About Smarter Way Wealth

Smarter Way Wealth, LLC filed in Connecticut on March 10, 2026, as a Registered Investment Adviser. The company is led by Principal David Van Osdol and is based in Glastonbury. Its domain was registered 52 days before the filing, on January 17, 2026, through Name. The website matches the filing name and address. We estimate revenue under $100,000 and 1-5 employees. No annual report or EIN on file yet.

  • Domain registered 52 days before the Connecticut filing.
  • Filed by Principal David Van Osdol personally.
  • Website identity confirmed to match the filing name and address.
  • We estimate revenue under $100,000 and 1-5 employees.
  • Shares its address with 324 other entities.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 267 new businesses registered in Glastonbury in March 2026, one of 3 financial services businesses.

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Filing Details

Entity NameSmarter Way Wealth, LLC
Entity TypeLLC
Entity Number3394454
Filing DateMarch 10, 2026
Principal AddressLocked
City / State / ZipGlastonbury, CT 06033
CountyHartford
TimezoneEastern (ET)
EIN on FileNo
WebsiteYes · domain registered 52 days before filing · registrar Name
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue<$100K (estimate)
Estimated Employees1-5 (estimate)
FootprintOnline only (estimate)
Related Filings324 at the same address
First Recorded by DayOneLeadJuly 27, 2026 (139 days after filing)

Verified Business Profile

SubcategoryRegistered Investment Adviser

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

D
David Van Osdol
Principal
Address locked

Frequently Asked Questions

When was Smarter Way Wealth registered?

Smarter Way Wealth was registered as LLC on March 10, 2026 in Connecticut.

Where is Smarter Way Wealth located?

Smarter Way Wealth is based in Glastonbury, CT, 06033, in Hartford County.

What type of business is Smarter Way Wealth?

Smarter Way Wealth is classified as a financial services business (registered investment adviser).

Does Smarter Way Wealth have an EIN on file?

No EIN was found on file for Smarter Way Wealth at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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