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BETTERMENT
BETTERMENT LLC
CRD 149117 · SEC 801-70171
450 WEST 33RD STREET, FLOOR 11, NEW YORK, NY, 10001, United States
Phone
212-228-1328
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.52B
Discretionary AUM
$69.40B
Team
794 total employees; 34 advisory reps; 246 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 992194 | $46.63B |
| High net worth individuals | 24685 | $17.12B |
| Pension/profit sharing plans | 4792 | $5.43B |
| Charitable organizations | 11 | $1.3M |
| Corporations/business entities | 806 | $347.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.twitter.com/bettermentatwrk
- https://www.twitter.com/betterment
- https://www.linkedin.com/showcase/betterment-advisor-solutions/
- https://www.twitter.com/bettermenthelp
- https://www.betterment.com
- https://www.youtube.com/user/betterment
- https://www.facebook.com/betterment
- https://www.reddit.com/user/bettermenthq
- https://www.instagram.com/betterment
- https://www.betterment.com/advisors
- https://www.twitter.com/better4advisors
- https://www.linkedin.com/company/betterment/
- https://www.twitter.com/betterchecking
- https://www.tiktok.com/@bettermenthq
- https://www.betterment.com/work
- https://www.pinterest.com/betterment/
- https://www.linkedin.com/in/sarah-kirshbaum-levy-889881a1
- https://www.linkedin.com/showcase/betterment-at-work
Official SEC filing: View on IAPD