BETTER WAY LLC
SEC RegisteredWe do one thing really well.
About the firm
Better Way identifies and vets risk-mitigated private investments, leveraging deep relationships to provide access to overlooked opportunities. Led by experienced investors with decades of combined experience, the firm invests in its own recommendations and offers clients the option to pay no fees until a profit is earned. The founder spent a decade at a $5 billion family office and co-founded Citi Private Bank's Private Investment research and diligence team in early 2010.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Identifying, vetting, sourcing, structuring, and providing access to risk-mitigated private investments, including working with third-party managers to deliver private investment opportunities.
Who they serve
Institutions, single and multi family offices (US RIAs and non-US); clients are global.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $73M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BETTER WAY LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.