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BETTERWEALTH LLC
1475 Saratoga Avenue
Suite 200
San Jose, California 95129
Tel: 408-659-2390
About BETTERWEALTH LLC
BETTERWEALTH LLC, formally registered with the SEC as BETTERWEALTH LLC. The firm was established in 05/26/2015. They have over 3 offices throughout the country.
BETTERWEALTH LLC is a San Jose, California based Financial Planning firm with nearly $501,727,943 assets under management, offering retirement planning & investment advisory services to 1254 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226661 |
| SEC# | 801-96317 |
| Assets Managed by Firm | $501,727,943 |
| No. of Clients | 1254 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1254 | $501,727,943 |
| Individuals (other than high net worth individuals) | 182 | $58,569,968 |
| High net worth individuals | 161 | $427,320,121 |
| Pension and profit sharing plans | 5 | $11,593,314 |
| Corporations or other businesses | Fewer than 5 clients | $4,244,540 |
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