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 registered investment advisor formed in 2015 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting and selection of other advisers. Betterwealth identifies as a capital allocator and reports being an active ESG investor.
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 53Active vs passive
$532M in ETFs
15%
$80.3M
68%
$451M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $126M | 2,837,675 | 23.68% |
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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