A Better Way Financial, LLC
● SEC registered since 2026CRD 304914SEC# 801-136115Allentown, PA
Reg. AUM
$109M
Employees
10
Accounts
980
Location
Allentown, PA
A Better Way Financial, LLC assets under management
A Better Way Financial, LLC operates as an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 2026. It reports $109 million in regulatory assets under management and employs 10 people.
A Better Way Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Guida Control | Managing Member | 25-50% | 2011 |
| Frank Guida Control | President/Cco | 25-50% | 2026 |
| Kimberly Anne Guida Control | Executive Vice President | 25-50% | 2011 |
Frequently asked questions
How much does A Better Way Financial, LLC manage?
A Better Way Financial, LLC reports $109 million in regulatory assets under management on its Form ADV.
How many employees does A Better Way Financial, LLC have?
A Better Way Financial, LLC reports 10 employees.
Where is A Better Way Financial, LLC located?
A Better Way Financial, LLC is based in Allentown, PA and has been SEC-registered since 2026.
Does A Better Way Financial, LLC disclose fund performance?
A Better Way Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6357 Airport Road, Allentown, PA 18109 |
| Phone | 610-440-1700 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$109MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$109Mregulatory AUM
Discretionary $105.3MNon-discretionary $3.7M