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| Keyboard |
| Betterment LLC
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|---|---|
| CRD # | 149117 |
| SEC # | 801-70171 |
| CIK # | 0001633901 |
| AUM | 69.52 B (2026-06-30) |
| Employees | 794 (4% Investors, 4% Brokers) |
| Phone | 212-228-1328 |
| Address | 450 West 33rd Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 992,194 | 46.6 |
| (b) Individuals (high net worth individuals) | 24,685 | 17.1 |
| (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 | 4,792 | 5.4 |
| (h) Charitable organizations | 11 | 0.0 |
| (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 | 806 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,344,483 | 69.5 |
| By Discretionary | ||
| Discretionary | 1,334,211 | 69.4 |
| Non-Discretionary | 10,272 | 0.1 |
| Total | 1,344,483 | 69.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.5 | |
| Total | 1,344,483 | 69.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633901] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 246 |
| Serves | Institutional, Retail, Research |
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