Betterwealth LLC
Betterwealth LLC is an SEC-registered wealth manager in San Jose, CA with $659.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Betterwealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226661, SEC 801-96317, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $659.9M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 6
- Clients
- 378
- CRD
- 226661
- Ownership
- STAUFFER, WINFIELD, SCOTT; COX, SUZANNE, H; Howard, Andrew, Lane; STAUFFER, W, SCOTT; Lownsbury, Jesse, Orin
How much AUM does Betterwealth LLC have?
Betterwealth LLC reported $659.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Betterwealth LLC?
Disclosed owners and executives of Betterwealth LLC include STAUFFER, WINFIELD, SCOTT, COX, SUZANNE, H, Howard, Andrew, Lane, STAUFFER, W, SCOTT, Lownsbury, Jesse, Orin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.