BETTERWEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$659,944,393
Discretionary
$647,640,598
Non-discretionary
$12,303,795
Firm details
- CRD number
- 226661
- SEC file number
- 801-96317
- Main office
- SAN JOSE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.