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Better Money Decisions, LLC

CRD 172980SEC# 801-115227Santa Fe, NM
Export (members)
No longer SEC-registered. Better Money Decisions, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$326.8M
Employees
8
Accounts
925
Location
Santa Fe, NM

Better Money Decisions, LLC assets under management

Better Money Decisions, LLC is an SEC-registered investment adviser based in Santa Fe, NM. It reports $326.8 million in regulatory assets under management and employs 8 people.
View on SEC.gov ↗

Better Money Decisions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Lea Ann Garrison Knight ControlMinority Owner25-50%2019
Lorraine Frassinell Ell ControlManaging Member, Cco50-75%2015

Frequently asked questions

How much does Better Money Decisions, LLC manage?

Better Money Decisions, LLC reports $326.8 million in regulatory assets under management on its Form ADV.

How many employees does Better Money Decisions, LLC have?

Better Money Decisions, LLC reports 8 employees.

Where is Better Money Decisions, LLC located?

Better Money Decisions, LLC is based in Santa Fe, NM.

Does Better Money Decisions, LLC disclose fund performance?

Better Money Decisions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address460 St. Michael's Drive, Suite 902, Santa Fe, NM 87505
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$326.8M
Non-discretionary$0
Total (RAUM)$326.8M