# 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.

- CRD: 300305
- Filed as: BETTER WAY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bal Harbour, FL
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300305
- AdvisorCensus page: https://advisorcensus.com/firm/better-way-llc-bal-harbour-fl-300305

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $107,250,000
- Discretionary: $72,500,000
- Non-discretionary: $34,750,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $72,500,000 |
| Corporations or other businesses not listed above | 2 | $34,750,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- betterwayllc.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $139,985,000 | 1 | August 15, 2023 |
| October 2024 | $157,335,000 | 1 | March 22, 2024 |
| October 2025 | $101,550,000 | 1 | March 31, 2025 |
| October 2026 | $107,250,000 | 2 | May 21, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Better Way LLC (CRD 300305): Form ADV filing data as of October 2026.