Betterwealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated April 29, 2026, reports $660M in regulatory assets under management, 6 employees, 1 office, and 1,349 accounts.
Assets Under Management
$660M
Employees
6
Offices
1 office
Total Clients
378
Primary office
SAN JOSE, CA
1475 SARATOGA AVENUE, SUITE 200, SAN JOSE, CA, United States
Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
215
2
Individuals
41.8%
158
3
Pension Plans
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$660Mas of April 29, 2026
Discretionary98.1%
$648M
98% of total RAUM98.1%
Non-discretionary1.9%
$12M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$660M
Total Accounts1,349
10Y AUM Change+$539M (+445.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee63:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.