AdvisorCensus / Financial advisors / Florida / Miami / Better Way LLC
Better Way LLC is an SEC-registered investment advisory firm in Bal Harbour, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.
Quick answers
From the filingHow is Better Way LLC compensated?
On its Form ADV (Item 5.E, October 2026), Better Way LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Better Way LLC located?
Better Way LLC's principal office is in Bal Harbour, FL, according to its Form ADV.
Is Better Way LLC registered with the SEC or a state?
Better Way LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 300305.
How much does Better Way LLC manage?
Better Way LLC reports $107,250,000 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (68% discretionary).
How have Better Way LLC's assets and staff changed since 2023?
In the Form ADV data for Better Way LLC: Regulatory assets under management: $139,985,000 in the October 2023 data and $107,250,000 in the October 2026 data, down 23%. Total employees: 1 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Better Way LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); corporations or other businesses not listed above (2).
Does Better Way LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300305
What changed in Better Way LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated May 21, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$107,250,000 as of October 2026, filing dated May 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $107,250,000 | 2 | May 21, 2026 |
| October 2025 | $101,550,000 | 1 | March 31, 2025 |
| October 2024 | $157,335,000 | 1 | March 22, 2024 |
| October 2023 | $139,985,000 | 1 | August 15, 2023 |
Regulatory assets under management: $139,985,000 in the October 2023 data and $107,250,000 in the October 2026 data, down 23%.
Total employees: 1 in October 2023 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 2.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Better Way LLC (CRD 300305): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/better-way-llc-bal-harbour-fl-300305