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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
About Wealthier WAY, LLC
Wealthier Way, LLC is an independent, fee-only fiduciary RIA providing retirement-focused financial guidance and tailored investment management with an emphasis on tax-smart planning. The firm works primarily with individuals and families, including retirees and business owners/entrepreneurs, and builds portfolios around asset allocation, risk management, and public funds such as mutual funds. Custody/clearing includes Betterment Securities.
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Owner & Executives
GRANT HENRY HOEFERT
Chief Compliance Officer, Investment Advisor, Managing Member, Owner
- CRD
- #7161555
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,281,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,281,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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