Betterwealth LLC
● SEC registered since 2015CRD 226661SEC# 801-96317San Jose, CA
Reg. AUM
$659.9M
Employees
6
Accounts
1,349
Location
San Jose, CA
Betterwealth LLC assets under management
Betterwealth LLC is an investment advisory firm registered with the SEC based in San Jose, CA. The firm has been registered since 2015. It reports $659.9 million in regulatory assets under management and employs 6 people.
Betterwealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lane Howard Control | Managing Member | 25-50% | 2018 |
| Jesse Orin Lownsbury Control | Managing Member | 10-25% | 2025 |
| Suzanne H Cox Control | Chief Compliance Officer | Under 5% | 2020 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Betterwealth LLC manage?
Betterwealth LLC reports $659.9 million in regulatory assets under management on its Form ADV.
How many employees does Betterwealth LLC have?
Betterwealth LLC reports 6 employees.
Where is Betterwealth LLC located?
Betterwealth LLC is based in San Jose, CA and has been SEC-registered since 2015.
Does Betterwealth LLC disclose fund performance?
Betterwealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1475 Saratoga Avenue, Suite 200, San Jose, CA 95129 |
| Phone | 408-659-2390 |
| Fax | 408-659-2391 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1911702 |
| Discloses disciplinary history | No |
Regulatory AUM
$659.9M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$659.9Mregulatory AUM
Discretionary $647.6MNon-discretionary $12.3M