Betterment LLC
● SEC registered since 2009CRD 149117SEC# 801-70171New York, NY
Reg. AUM
$69.52B
Employees
794
Accounts
1,344,483
Location
New York, NY
Betterment LLC assets under management
Betterment LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2009. It reports $69.5 billion in regulatory assets under management and employs 794 people.
Betterment LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Betterment Holdings, Inc. Control | Managing Member, Parent Entity | Over 75% | 2009 |
| Khaley A Sestak Control | Chief Compliance Officer | Under 5% | 2020 |
| Peter Brailler Lorimer Control | Chief Financial Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Betterment LLC manage?
Betterment LLC reports $69.5 billion in regulatory assets under management on its Form ADV.
How many employees does Betterment LLC have?
Betterment LLC reports 794 employees.
Where is Betterment LLC located?
Betterment LLC is based in New York, NY and has been SEC-registered since 2009.
Does Betterment LLC disclose fund performance?
Betterment LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 West 33rd Street, Floor 11, New York, NY 10001 |
| Phone | 212-228-1328 |
| Fax | N/A |
| Office hours | 9:00 - 6:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1633901 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$69.52B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$69.52Bregulatory AUM
Discretionary $69.4BNon-discretionary $123.2M