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A Better Way Financial, LLC

● SEC registered since 2026CRD 304914SEC# 801-136115Allentown, PA
Export (members)
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.
www.linkedin.com/company/a-better-way-financialView on SEC.gov ↗

A Better Way Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Frank Guida ControlManaging Member25-50%2011
Frank Guida ControlPresident/Cco25-50%2026
Kimberly Anne Guida ControlExecutive Vice President25-50%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

Address6357 Airport Road, Allentown, PA 18109
Phone610-440-1700
Office hours9a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$105.3M
Non-discretionary$3.7M
Total (RAUM)$109M