Betterwealth LLC

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CAFR Data
Betterwealth LLC
CRD #226661
SEC #801-96317
CIK #
AUM $252.4 MM (97% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone866-659-2522
Address1475 Saratoga Avenue
San Jose, CA 95129
Source [IAPD] [Website] [Twitter] [Instagram]
Total AUM ($MM)
2552041531025102010201320172021
Comparable Firms State AUM ($BB)
Colorado Financial Management Inc
CO 0.3
Lakeside Advisors Inc
WA 0.3
G A Repple & Company
FL 0.3
Woodstock Wealth Management Inc
GA 0.3
California Capital Advisors Inc
CA 0.3
Maximai Investment Partners LLC
FL 0.3
Horne Wealth Advisors LLC
MS 0.3
CWM Advisors LLC
CA 0.3
Centurion Asset Management LLC
PA 0.3
Highmark Wealth Management LLC
MN 0.3
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