BAL HARBOUR, FLCRD 300305Latest ADV March 30, 2026
Better Way LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bal Harbour, FL. Its latest Form ADV filing, dated March 30, 2026, reports $107M in regulatory assets under management, 2 employees, and 4 accounts.
Assets Under Management
$107M
Employees
2
Offices
--
Total Clients
<5
Primary office
BAL HARBOUR, FL
10275 COLLINS AVENUE #702, BAL HARBOUR, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
2
2
Corporations
50.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of March 30, 2026
Discretionary67.6%
$73M
68% of total RAUM67.6%
Non-discretionary32.4%
$35M
32% of total RAUM32.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$107M
Total Accounts4
10Y AUM Change$-33M (-23.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee2:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.