Betterwealth LLC

Betterwealth LLC (CRD# 226661) is a financial advisory firm headquartered in San Jose, CA. They manage $501,727,943 in 1,254 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129
https://www.linkedin.com/company/betterwealth-us (inactive)
By the Numbers
  • Total Assets Under Management
    502
    MILLION
  • Total Number of Accounts
    1,254
    ACCOUNTS
  • Average Account Value
    $400,102
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, OR, TX, UT, WA

Financial Advisors at Betterwealth LLC
Showing 1 - 5 of 5 top financial advisors.
1
Suzanne Cox, financial advisor San Jose CA
Suzanne H. Cox
CRD#: 2318241
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129

Suzanne Cox (CRD# 2318241) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 27 years of experience in the finance industry.

2
James Graham, financial advisor Elk Ridge UT
James R. Graham
CRD#: 2477749
Elk Ridge, UT

James Graham (CRD# 2477749) is an Investment Advisor Representative working at Betterwealth LLC in Elk Ridge, UT and has over 20 years of experience in the finance industry.

3
Andrew Howard, financial advisor San Jose CA
Andrew L. Howard
CRD#: 4752191
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129

Andrew Howard (CRD# 4752191) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 20 years of experience in the finance industry.

4
Jodee Lownsbury, financial advisor San Jose CA
Jodee D. Lownsbury
CRD#: 6228330
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129

Jodee Lownsbury (CRD# 6228330) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has 1 year of experience in the finance industry.

5
Winfield Stauffer, financial advisor San Jose CA
Winfield S. Stauffer
CRD#: 4488351
1475 Saratoga Avenue, Suite 200, San Jose, CA 95129

Winfield Stauffer (CRD# 4488351) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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