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 adviser that operates as a limited liability company and describes itself as a capital allocator. The firm, formed in 2015 and owned by an individual, manages client portfolios on a fee‑based percentage-of-AUM model. Its client base spans high-net-worth individuals and families as well as institutional and business accounts. Advisory services listed include financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. The firm also indicates it is 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
Jesse 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 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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