Falists
← Back to search

BETTER WAY LLC

CRD 300305 · SEC 801-127907

Visit website

10275 COLLINS AVENUE #702, BAL HARBOUR, FL, 33154, United States

Phone

617-388-0139

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$107.3M

Discretionary AUM

$72.5M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$72.5M
Corporations/business entities2$34.8M

States served

MA, FL

All web addresses on file

Official SEC filing: View on IAPD