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 registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm operates as a capital allocator for both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Advisory services listed on its ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Betterwealth identifies as an active ESG investor and uses third-party managers as part of its allocation toolkit.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Suzanne Cox
COOCRD 2318241
Contacts
3 of 4
Winfield Stauffer
PrincipalCRD 4488351
Jodee Lownsbury
Director of Financial PlanningCRD 6228330
Andrew Howard
PrincipalCRD 4752191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$555M in ETFs
14%
$79.4M
64%
$476M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $126M | 2,845,172 | 22.77% |
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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