|
⚲
|
| Betterwealth LLC
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| |
|---|---|
| CRD # | 226661 |
| SEC # | 801-96317 |
| CIK # | 0001911702 |
| AUM | $501.7 MM (2024-05-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 408-659-2390 |
| Address | 1475 Saratoga Avenue San Jose, CA 95129 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 30.9 | |
| GOOG | 1,482,566.4 | 3.4 | |
| MSFT | 1,918,222.4 | 2.3 | |
| NVDA | 399,550.0 | 2.1 | |
| JNJ | 465,600.2 | 1.5 | |
| AMZN | 1,092,997.8 | 1.4 | |
| TSLA | 723,390.3 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 58.6 |
| (b) Individuals (high net worth individuals) | 161 | 427.3 |
| (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 | 5 | 11.6 |
| (h) Charitable organizations | 0 | 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 | 0 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,254 | 501.7 |
| By Discretionary | ||
| Discretionary | 1,249 | 492.2 |
| Non-Discretionary | 5 | 9.5 |
| Total | 1,254 | 501.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 499.9 | |
| Total | 1,254 | 501.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911702] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Davidson Capital Management Inc
✚
|
TX | 0.5 |
|
Gerber LLC
✚
|
OH | 0.5 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.5 |
|
Butensky & Cohen Financial Security Inc
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|
FL | 0.5 |
|
Smith & Howard Wealth Management LLC
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|
GA | 0.5 |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
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|
TX | 0.5 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.5 |
|
First Fiduciary Investment Counsel Inc
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|
OH | 0.5 |
|
EMFO LLC
✚
|
FL | 0.5 |
|
Heirloom Wealth Management LLC
✚
|
CO | 0.5 |