BETTERWEALTH LLC
CRD #226661 SEC #801-96317 SAN JOSE, CA 408-659-2390
SEC Registered
Total AUM
$558M
Discretionary
$547.9M
Employees
6
Clients
251
Accounts
1,251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $558M | $547.9M | $10.1M | 6 | 0 |
| Jul 2025 | $558M | $547.9M | $10.1M | 6 | 0 |
| Jun 2025 | $558M | $547.9M | $10.1M | 6 | 0 |
| Mar 2025 | $558M | $547.9M | $10.1M | 6 | 0 |
| Oct 2024 | $501.7M | $492.2M | $9.5M | 6 | 0 |
| May 2024 | $501.7M | $492.2M | $9.5M | 6 | 0 |
| Mar 2024 | $501.7M | $492.2M | $9.5M | 6 | 0 |
| Jan 2024 | $385.8M | $377.8M | $8M | 5 | 0 |
| Sep 2023 | $385.8M | $377.8M | $8M | 5 | 0 |
| Mar 2023 | $385.8M | $377.8M | $8M | 5 | 0 |
| Feb 2022 | $414.6M | $406.3M | $8.3M | 5 | 0 |
| Jul 2021 | $345.3M | $337.9M | $7.4M | 5 | 0 |
| Jun 2021 | $345.3M | $337.9M | $7.4M | 5 | 0 |
| Feb 2021 | $345.3M | $337.9M | $7.4M | 5 | 0 |
| Jul 2020 | $308.8M | $302.3M | $6.5M | 4 | 0 |
| May 2020 | $308.8M | $302.3M | $6.5M | 5 | 0 |
| Apr 2020 | $308.8M | $302.3M | $6.5M | 5 | 0 |
| Mar 2020 | $308.8M | $302.3M | $6.5M | 5 | 0 |
| Jan 2020 | $252.4M | $245.4M | $6.9M | 5 | 0 |
| Dec 2019 | $252.4M | $245.4M | $6.9M | 5 | 0 |
| Mar 2019 | $252.4M | $245.4M | $6.9M | 5 | 0 |
| Apr 2018 | $239M | $238M | $994.8K | 5 | 0 |
| Mar 2018 | $239M | $238M | $994.8K | 5 | 0 |
| Aug 2017 | $140.7M | $140.7M | $0 | 5 | 200 |
| Aug 2017 | $140.7M | $140.7M | $0 | 4 | 200 |
| Jun 2017 | $140.7M | $140.7M | $0 | 4 | 200 |
| Mar 2017 | $121.1M | $117.2M | $3.9M | 4 | 200 |
| Mar 2017 | $121.1M | $117.2M | $3.9M | 4 | 200 |
| Feb 2017 | $121.1M | $117.2M | $3.9M | 4 | 200 |
| Feb 2017 | $121.1M | $117.2M | $3.9M | 4 | 200 |
| Sep 2016 | $110.4M | $98.9M | $11.5M | 4 | 150 |
| Apr 2016 | $110.4M | $98.9M | $11.5M | 4 | 150 |
| Mar 2016 | $110.4M | $98.9M | $11.5M | 4 | 150 |
| Mar 2016 | $110.4M | $98.9M | $11.5M | 4 | 150 |
| Feb 2016 | $110.4M | $98.9M | $11.5M | 4 | 150 |
| Oct 2015 | $104M | $97M | $7M | 3 | 0 |
| Aug 2015 | $103M | $96M | $7M | 3 | 0 |
| Jul 2015 | $103M | $96M | $7M | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$558M
Discretionary$547.9M
Non-Disc.$10.1M
Employees6
Clients0
DateJul 2025
Total AUM$558M
Discretionary$547.9M
Non-Disc.$10.1M
Employees6
Clients0
DateJun 2025
Total AUM$558M
Discretionary$547.9M
Non-Disc.$10.1M
Employees6
Clients0
DateMar 2025
Total AUM$558M
Discretionary$547.9M
Non-Disc.$10.1M
Employees6
Clients0
DateOct 2024
Total AUM$501.7M
Discretionary$492.2M
Non-Disc.$9.5M
Employees6
Clients0
DateMay 2024
Total AUM$501.7M
Discretionary$492.2M
Non-Disc.$9.5M
Employees6
Clients0
DateMar 2024
Total AUM$501.7M
Discretionary$492.2M
Non-Disc.$9.5M
Employees6
Clients0
DateJan 2024
Total AUM$385.8M
Discretionary$377.8M
Non-Disc.$8M
Employees5
Clients0
DateSep 2023
Total AUM$385.8M
Discretionary$377.8M
Non-Disc.$8M
Employees5
Clients0
DateMar 2023
Total AUM$385.8M
Discretionary$377.8M
Non-Disc.$8M
Employees5
Clients0
DateFeb 2022
Total AUM$414.6M
Discretionary$406.3M
Non-Disc.$8.3M
Employees5
Clients0
DateJul 2021
Total AUM$345.3M
Discretionary$337.9M
Non-Disc.$7.4M
Employees5
Clients0
DateJun 2021
Total AUM$345.3M
Discretionary$337.9M
Non-Disc.$7.4M
Employees5
Clients0
DateFeb 2021
Total AUM$345.3M
Discretionary$337.9M
Non-Disc.$7.4M
Employees5
Clients0
DateJul 2020
Total AUM$308.8M
Discretionary$302.3M
Non-Disc.$6.5M
Employees4
Clients0
DateMay 2020
Total AUM$308.8M
Discretionary$302.3M
Non-Disc.$6.5M
Employees5
Clients0
DateApr 2020
Total AUM$308.8M
Discretionary$302.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2020
Total AUM$308.8M
Discretionary$302.3M
Non-Disc.$6.5M
Employees5
Clients0
DateJan 2020
Total AUM$252.4M
Discretionary$245.4M
Non-Disc.$6.9M
Employees5
Clients0
DateDec 2019
Total AUM$252.4M
Discretionary$245.4M
Non-Disc.$6.9M
Employees5
Clients0
DateMar 2019
Total AUM$252.4M
Discretionary$245.4M
Non-Disc.$6.9M
Employees5
Clients0
DateApr 2018
Total AUM$239M
Discretionary$238M
Non-Disc.$994.8K
Employees5
Clients0
DateMar 2018
Total AUM$239M
Discretionary$238M
Non-Disc.$994.8K
Employees5
Clients0
DateAug 2017
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees5
Clients200
DateAug 2017
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees4
Clients200
DateJun 2017
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$121.1M
Discretionary$117.2M
Non-Disc.$3.9M
Employees4
Clients200
DateMar 2017
Total AUM$121.1M
Discretionary$117.2M
Non-Disc.$3.9M
Employees4
Clients200
DateFeb 2017
Total AUM$121.1M
Discretionary$117.2M
Non-Disc.$3.9M
Employees4
Clients200
DateFeb 2017
Total AUM$121.1M
Discretionary$117.2M
Non-Disc.$3.9M
Employees4
Clients200
DateSep 2016
Total AUM$110.4M
Discretionary$98.9M
Non-Disc.$11.5M
Employees4
Clients150
DateApr 2016
Total AUM$110.4M
Discretionary$98.9M
Non-Disc.$11.5M
Employees4
Clients150
DateMar 2016
Total AUM$110.4M
Discretionary$98.9M
Non-Disc.$11.5M
Employees4
Clients150
DateMar 2016
Total AUM$110.4M
Discretionary$98.9M
Non-Disc.$11.5M
Employees4
Clients150
DateFeb 2016
Total AUM$110.4M
Discretionary$98.9M
Non-Disc.$11.5M
Employees4
Clients150
DateOct 2015
Total AUM$104M
Discretionary$97M
Non-Disc.$7M
Employees3
Clients0
DateAug 2015
Total AUM$103M
Discretionary$96M
Non-Disc.$7M
Employees3
Clients0
DateJul 2015
Total AUM$103M
Discretionary$96M
Non-Disc.$7M
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0