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Financial Advisor
California
San Jose
BETTERWEALTH LLC

BETTERWEALTH LLC

Tel: 408-659-2390 1475 Saratoga Avenue Suite 200 San Jose, California 95129

About BETTERWEALTH LLC

BETTERWEALTH LLC is a San Jose, California based financial advisory firm with nearly $501,727,943 in assets under management and provides investment advisory services for 1254 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

226661

Firm SEC#:

801-96317

Assets Under Management:

$501,727,943

No. of Clients:

1254

No. of Advisors:

6

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM

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