| Name | Title | Ownership | Since |
|---|---|---|---|
| Betterment Holdings, Inc. Control | Managing Member, Parent Entity | Over 75% | 2009 |
| Khaley A Sestak Control | Chief Compliance Officer | Under 5% | 2020 |
| Peter Brailler Lorimer Control | Chief Financial Officer | Under 5% | 2018 |
Betterment LLC reports $56.4 billion in regulatory assets under management on its Form ADV.
Betterment LLC reports 631 employees.
Betterment LLC is based in New York, NY and has been SEC-registered since 2009.
Betterment LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 450 West 33rd Street, Floor 11, New York, NY 10001 |
| Phone | 212-228-1328 |
| Fax | N/A |
| Office hours | 9:00 - 6:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1633901 |
| Discloses disciplinary history | Yes |
| Discretionary | $56.37B |
| Non-discretionary | $0 |
| Total (RAUM) | $56.37B |