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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Better Money Decisions LLC
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|---|---|
| CRD # | 172980 |
| SEC # | 801-115227 |
| CIK # | 0001858428 |
| AUM | $326.8 M (2025-04-30) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 844-507-0961 |
| Address | 460 St Michaels Drive Santa Fe, NM 87505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 14.8 | ||
| Global MOFY Metaverse Ltd | 11.3 | ||
| Apple Inc | 4.1 | ||
| Microsoft Corp | 1.7 | ||
| Nvidia Corp | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 129.6 |
| (b) Individuals (high net worth individuals) | 85 | 194.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 925 | 326.8 |
| By Discretionary | ||
| Discretionary | 925 | 326.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 326.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.8 | |
| Total | 925 | 326.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001858428] |
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