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A BETTER WAY FINANCIAL, LLC
CRD 304914File 801-136115
APPROVED
Retail clients
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.0M
Bottom 25% of cohort (national)
Discretionary AUM
$105.3M
Non-discretionary $3.7M
Clients
354
980 accounts
Employees
8
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 2, 2026
- Principal office
- 6357 AIRPORT ROAD, ALLENTOWN, PA, 18109
- Phone
- 610-440-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.0M
- Discretionary AUM
- $105.3M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 954
- Non-discretionary accounts
- 26
- Total accounts
- 980
- AUM per client
- $308K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $18.2M |
| Individuals (other than high net worth individuals) | 339 | $90.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.