# A BETTER WAY FINANCIAL, LLC

A BETTER WAY FINANCIAL, LLC of ALLENTOWN, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 304914
- Type: SEC-registered investment adviser
- SEC file number: 801-136115
- Location: 6357 AIRPORT ROAD, ALLENTOWN, PA, 18109
- Phone: 610-440-1700
- Latest filing: 2026-08-05
- Regulatory AUM: $109.0M
- Discretionary AUM: $105.3M
- Non-discretionary AUM: $3.7M
- Clients: 8
- Accounts: 980

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Frank Guida | MANAGING MEMBER; PRESIDENT/CCO | — |
| Kimberly Anne Guida | EXECUTIVE VICE PRESIDENT | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304914/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304914/similar
- Related entities: https://search.stillhousedata.com/firm/304914/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304914

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.