|
⚲
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| A Better Way Financial LLC
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|
|
|---|---|
| CRD # | 304914 |
| SEC # | 801-136115 |
| CIK # | |
| AUM | $109.0 M (2026-06-29) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 610-440-1700 |
| Address | 6357 Airport Road Allentown, PA 18109 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 90.7 |
| (b) Individuals (high net worth individuals) | 15 | 18.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 980 | 109.0 |
| By Discretionary | ||
| Discretionary | 954 | 105.3 |
| Non-Discretionary | 26 | 3.7 |
| Total | 980 | 109.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.0 | |
| Total | 980 | 109.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |
|
Garden State Retirement Specialists LLC
✚
|
NJ | 0.1 |
|
Fairlight Advisors LLC
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|
CA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |
|
Partners Capital Services Inc
✚
|
NY | 0.1 |
|
Pavlic Investment Advisors Inc
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|
WI | 0.1 |
|
Blue Granite Capital LLC
✚
|
SC | 0.1 |
|
HFG Colorado Inc
✚
|
CO | 0.1 |
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Ten Peaks Partners LLC
✚
|
MO | 0.1 |