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Winfield Scott Stauffer

BETTERWEALTH LLC·SAN JOSE, California
Clean recordBETTERWEALTH LLC
1475 SARATOGA AVENUE, SAN JOSE, CA 95129CRD# 4488351Firm CRD# 226661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Winfield Scott Stauffer · SAN JOSE, CA
Registration
CRD #4488351 · BETTERWEALTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Winfield Scott Stauffer is a registered financial advisor based in SAN JOSE, California, affiliated with BETTERWEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BETTERWEALTH LLC
BETTERWEALTH LLC
AUM
$502M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BETTERWEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4488351
Firm CRD# 226661
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Winfield Scott Stauffer offer?
Winfield Scott Stauffer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.
What are Winfield Scott Stauffer's credentials?
Winfield Scott Stauffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Winfield Scott Stauffer located?
Winfield Scott Stauffer is based in SAN JOSE, California, working with BETTERWEALTH LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Winfield Scott Stauffer charge for services?
Winfield Scott Stauffer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BETTERWEALTH LLC?
BETTERWEALTH LLC has approximately 6 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BETTERWEALTH LLC

Suzanne H Cox
SAN JOSE, CA
Andrew Lane Howard
SAN JOSE, CA

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Research
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