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A BETTER WAY FINANCIAL, LLC
CRD 304914 · SEC 801-136115
6357 AIRPORT ROAD, ALLENTOWN, PA, 18109, United States
Phone
610-440-1700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$109.0M
Discretionary AUM
$105.3M
Team
10 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $90.7M |
| High net worth individuals | 15 | $18.2M |
All web addresses on file
Official SEC filing: View on IAPD