Better Money Decisions, LLC
CRD 172980SEC# 801-115227Santa Fe, NM
No longer SEC-registered. Better Money Decisions, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$326.8M
Employees
8
Accounts
925
Location
Santa Fe, NM
Better Money Decisions, LLC assets under management
Better Money Decisions, LLC is an SEC-registered investment adviser based in Santa Fe, NM. It reports $326.8 million in regulatory assets under management and employs 8 people.
Better Money Decisions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lea Ann Garrison Knight Control | Minority Owner | 25-50% | 2019 |
| Lorraine Frassinell Ell Control | Managing Member, Cco | 50-75% | 2015 |
Frequently asked questions
How much does Better Money Decisions, LLC manage?
Better Money Decisions, LLC reports $326.8 million in regulatory assets under management on its Form ADV.
How many employees does Better Money Decisions, LLC have?
Better Money Decisions, LLC reports 8 employees.
Where is Better Money Decisions, LLC located?
Better Money Decisions, LLC is based in Santa Fe, NM.
Does Better Money Decisions, LLC disclose fund performance?
Better Money Decisions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 460 St. Michael's Drive, Suite 902, Santa Fe, NM 87505 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$326.8MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$326.8Mregulatory AUM
Discretionary $326.8M