BETTER MONEY DECISIONS, LLC
Legal name: BETTER MONEY DECISIONS
CRD #172980 SEC #801-115227 SANTA FE, NM 844-507-0961
SEC Registered
Total AUM
$326.8M
Discretionary
$326.8M
Employees
8
Clients
101
Accounts
925
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $326.8M | $326.8M | $0 | 8 | 32 |
| Feb 2025 | $326.8M | $326.8M | $0 | 8 | 32 |
| Feb 2024 | $271.9M | $271.9M | $0 | 8 | 0 |
| Jan 2024 | $271.9M | $271.9M | $0 | 7 | 0 |
| Jan 2024 | $197.9M | $197.9M | $0 | 7 | 53 |
| Aug 2023 | $197.9M | $197.9M | $0 | 6 | 53 |
| Aug 2023 | $197.9M | $197.9M | $0 | 6 | 53 |
| Apr 2023 | $197.9M | $197.9M | $0 | 6 | 53 |
| Feb 2023 | $197.9M | $197.9M | $0 | 6 | 53 |
| Mar 2022 | $199.5M | $199.5M | $0 | 6 | 25 |
| Dec 2021 | $131.3M | $131.3M | $0 | 4 | 28 |
| Apr 2021 | $131.3M | $131.3M | $0 | 4 | 28 |
| Mar 2021 | $131.3M | $131.3M | $0 | 4 | 28 |
| Jun 2020 | $148.9M | $143.9M | $5M | 9 | 19 |
| Apr 2020 | $148.9M | $143.9M | $5M | 9 | 19 |
| Mar 2020 | $148.9M | $143.9M | $5M | 9 | 19 |
| Nov 2019 | $120.6M | $120.6M | $0 | 7 | 3 |
| Aug 2019 | $120.6M | $120.6M | $0 | 7 | 3 |
| May 2019 | $120.6M | $120.6M | $0 | 7 | 3 |
| Apr 2019 | $110.4M | $110.4M | $0 | 7 | 3 |
DateApr 2025
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees8
Clients32
DateFeb 2025
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees8
Clients32
DateFeb 2024
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees7
Clients53
DateAug 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees6
Clients53
DateAug 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees6
Clients53
DateApr 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees6
Clients53
DateFeb 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees6
Clients53
DateMar 2022
Total AUM$199.5M
Discretionary$199.5M
Non-Disc.$0
Employees6
Clients25
DateDec 2021
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees4
Clients28
DateApr 2021
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees4
Clients28
DateMar 2021
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees4
Clients28
DateJun 2020
Total AUM$148.9M
Discretionary$143.9M
Non-Disc.$5M
Employees9
Clients19
DateApr 2020
Total AUM$148.9M
Discretionary$143.9M
Non-Disc.$5M
Employees9
Clients19
DateMar 2020
Total AUM$148.9M
Discretionary$143.9M
Non-Disc.$5M
Employees9
Clients19
DateNov 2019
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees7
Clients3
DateAug 2019
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees7
Clients3
DateMay 2019
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees7
Clients3
DateApr 2019
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees7
Clients3