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| Keyboard |
| Betterwealth LLC
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|---|---|
| CRD # | 226661 |
| SEC # | 801-96317 |
| CIK # | 0001911702 |
| AUM | 659.9 M (2026-04-29) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 408-659-2390 |
| Address | 1475 Saratoga Avenue San Jose, CA 95129 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 44.5 | ||
| Alphabet Inc | 4.6 | ||
| Shopify Inc | 2.2 | ||
| Johnson & Johnson | 2.1 | ||
| Nvidia Corp | 2.0 | ||
| Tesla Motors Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 44.7 |
| (b) Individuals (high net worth individuals) | 215 | 602.6 |
| (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 | 12.6 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,349 | 659.9 |
| By Discretionary | ||
| Discretionary | 1,344 | 647.6 |
| Non-Discretionary | 5 | 12.3 |
| Total | 1,349 | 659.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 657.8 | |
| Total | 1,349 | 659.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911702] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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