BETTERWEALTH LLC
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 226661
- Registered since
- May 26, 2015
- Website
- betterwealth.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.3%
- Individuals6.78%
- Pension & Profit Sharing Plans1.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Betterwealth LLC is an independent, SEC-registered RIA formed in 2015 and organized as an LLC under individual ownership. The firm serves both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. Betterwealth identifies as an active ESG investor and describes itself as a capital allocator, indicating a willingness to deploy client capital through third-party managers or funds when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Owners & executives
1 of 1SUZANNE COX
COOCRD 2318241
Contacts
3 of 4Jesse Lownsbury
PrincipalCRD 7395603
WINFIELD STAUFFER
PrincipalCRD 4488351
Andrew Howard
PrincipalCRD 4752191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$477M in ETFs
16%
$74.9M
67%
$402M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $110M | 2,830,509 | 23.06% |
Location
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 1475 Saratoga Ave
- Time zone
- PT (UTC-8)
- Office locations
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