BETTER WAY LLC

RIASEC RegisteredEst. 2023

Total AUM

$107M

Discretionary

$72.5M

68% of AUM

Avg account

$26.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BAL HARBOUR, Florida
CRD number: 300305
Registered since: May 2, 2023
Website: www.betterwayllc.net
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles67.6%
Corporations / Businesses32.4%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Better Way LLC is organized as an LLC and registers as a private equity fund manager. The firm registered with the SEC in 2023 and is owned by an individual. It reports an institutional client base while also undertaking portfolio management for individuals, small businesses and pooled investment vehicles. Its stated business activities include acting as a salesperson for other financial products and serving as sponsor/GP/managing member of pooled investment vehicles. The firm charges both a percentage-of-assets fee and performance-based fees. It does not identify as an active ESG investor and is not a multi-state adviser. Better Way is not listed as a capital allocator or pension consultant.