Betterwealth LLC

Betterwealth LLC (CRD# 226661) is a financial advisory firm headquartered in San Jose, CA. They manage $110,400,000 in 615 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    615
    ACCOUNTS
  • Average Account Value
    $179,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Betterwealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Winfield S. Stauffer
CRD#: 4488351
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129
96
Wealthminder
score

Winfield Stauffer (CRD# 4488351) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 14 years of experience in the finance industry. Winfield Stauffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Suzanne H. Cox
CRD#: 2318241
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129
93
Wealthminder
score

Suzanne Cox (CRD# 2318241) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 20 years of experience in the finance industry.

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