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BetterWealth LLC
BETTERWEALTH LLC is an SEC-registered investment adviser in SAN JOSE, CA, registered since 2015. The firm manages $660 million in assets, with $648 million...
Overview
BETTERWEALTH LLC is an SEC-registered investment adviser in SAN JOSE, CA, registered since 2015. The firm manages $660 million in assets, with $648 million on a discretionary basis. BETTERWEALTH has 6 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at BetterWealth LLC?
BetterWealth does not publicly name its CIO or investment committee members. As an SEC-registered RIA, investment decisions are made by the firm's advisors under a formal investment policy framework. The firm has no known single decision-maker publicly associated with its portfolio strategy.
What investment types does BetterWealth LLC use?
The firm allocates across public equities, fixed income, and alternative investments including private real estate and managed futures. It does not publicly disclose fund-level positions or direct co-investment activity. Client portfolios are constructed via a mix of individual securities, ETFs, and third-party managed strategies.
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