BETTERWEALTH LLC

SAN JOSE, California·3 registered advisors·CRD# 226661
SEC# 801-963172408-659-2390
01

Firm Overview

AUM
$502M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BETTERWEALTH LLC

3 registered advisors
Andrew Lane Howard
SAN JOSE, California
Suzanne H Cox
SAN JOSE, California
Winfield Scott Stauffer
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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Data sourced from SEC Form ADV filings. BETTERWEALTH LLC (CRD# 226661) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.