Data / Investment advisers / California / Betterwealth LLC
Betterwealth LLC, San Jose, CA: $660 million AUM, SEC registered investment adviser
Betterwealth LLC is an SEC registered investment adviser with its main office in San Jose, California and reports $660 million in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 226661
- SEC file number
- 801-96317
- SEC status
- Approved, effective May 26, 2015
- Main office
- 1475 Saratoga Avenue Suite 200, San Jose, CA 95129
- Phone
- (408) 659-2390
- Regulatory AUM
- $659,944,393 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $647,640,598
- Non discretionary AUM
- $12,303,795
- Accounts
- 1,349
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 215 | $602.6 million |
| Individuals (other than high net worth individuals) | 158 | $44.7 million |
| Pension and profit sharing plans | 5 | $12.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $659.9 million | March 18, 2026 |
| December 1, 2025 | $558 million | October 1, 2025 |
Other advisers in San Jose
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Werba Rubin Papier Wealth Management, LLC | San Jose | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Kera Capital Partners | San Jose | $1.36 billion | 9 | adviserinfo.sec.gov |
| Silicon Valley Capital Partners, L.P. | San Jose | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Concentrum Wealth Management | San Jose | $986.8 million | Not listed | adviserinfo.sec.gov |
| Clarity Wealth Advisors | San Jose | $732.9 million | Not listed | adviserinfo.sec.gov |
| TTP Investments, Inc. | San Jose | $570.6 million | Not listed | adviserinfo.sec.gov |
| Potentia Wealth | San Jose | $569.1 million | Not listed | adviserinfo.sec.gov |
| Retirement Capital Strategies, Inc. | San Jose | $305.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Jose, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Betterwealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.