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BETTERWEALTH LLC
CRD 226661 · SEC 801-96317
1475 SARATOGA AVENUE, SUITE 200, SAN JOSE, CA, 95129, United States
Phone
408-659-2390
Fax
408-659-2391
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$659.9M
Discretionary AUM
$647.6M
Team
6 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $44.7M |
| High net worth individuals | 215 | $602.6M |
| Pension/profit sharing plans | 5 | $12.6M |
States served
CA, OR, UT, TX
All web addresses on file
Official SEC filing: View on IAPD