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A Better Way Financial
A BETTER WAY FINANCIAL, LLC is an SEC-registered investment adviser in ALLENTOWN, PA. The firm manages $109 million in assets and $105 million on a...
A Better Way Financial
A BETTER WAY FINANCIAL, LLC is an SEC-registered investment adviser in ALLENTOWN, PA. The firm manages $109 million in assets and $105 million on a discretionary basis. It has 10 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
US
City
Allentown
Corporate office
unknown
Sector focus
Frequently asked questions
Who runs investment decisions at A Better Way Financial?
No named investment professionals or board members are publicly associated with this firm. Its RIA registration with the SEC would require a chief compliance officer and at least one principal, but those names are not in open sources.
Is A Better Way Financial structured as a single-family office or an RIA?
The firm is registered as a fee-only RIA with a multi-family-office posture. It does not appear to manage capital for a single underlying fortune, which is the defining feature of a single-family office.
Does A Better Way Financial invest in private equity or venture capital?
No direct private-equity or venture capital investments are publicly attributable to the firm. Its disclosed service offerings focus on financial planning, estate planning, and wealth transfer rather than direct company investment.
What is the firm's AUM?
A Better Way Financial does not report regulatory AUM publicly. RIA firms with under $100M in AUM or those filing exempt reporting adviser status may not appear in certain databases. No third-party estimate exists.
How is A Better Way Financial related to any parent organization?
No parent company, sibling entity, or affiliated operating company is publicly linked to this firm. It appears to operate as a standalone RIA entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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