| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lane Howard Control | Managing Member | 25-50% | 2018 |
| Suzanne H Cox Control | Chief Compliance Officer | Under 5% | 2020 |
| Winfield Scott Stauffer Control | Managing Member | 50-75% | 2015 |
Betterwealth LLC reports $558 million in regulatory assets under management on its Form ADV.
Betterwealth LLC reports 6 employees.
Betterwealth LLC is based in San Jose, CA and has been SEC-registered since 2015.
Betterwealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1475 Saratoga Avenue, Suite 200, San Jose, CA 95129 |
| Phone | 408-659-2390 |
| Fax | 408-659-2391 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1911702 |
| Discloses disciplinary history | No |
| Discretionary | $547.9M |
| Non-discretionary | $10.1M |
| Total (RAUM) | $558M |