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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COX, SUZANNE, H | I | CHIEF OPERATING OFFCIER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFCIER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFCIER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFCIER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFCIER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFCIER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, SUZANNE, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAUFFER, W, SCOTT | I | MANAGING PARTNER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, W, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | PRINCIPAL | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | E | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | D | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | D | Control |
| STAUFFER, WINFIELD, SCOTT | I | MANAGING MEMBER | D | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
| Howard, Andrew, Lane | I | PRINCIPAL | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
| Howard, Andrew, Lane | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (7)
CA HI NY OR TX UT WA
Address
1475 SARATOGA AVENUESUITE 200
SAN JOSE, CA 95129
United States
Phone: 408-659-2390