This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$660MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$648M

Private client RAUM

$647MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,349

Individual clients

158

High net worth clients

215

Custody, client assets

$648M

SEC number

801-96317

CIK

1911702

CRD

226661

Filings on the tape

53

First filed

May 13, 2015

Latest filed

Sep 15, 2026

Organised

Limited Liability Company, CA

• Occurred

  Mar 18, 2024
  Regulatory AUM changed

  Betterwealth Llc reported RAUM $501.7M, up 30% from $385.8M (2024-01-02 to 2024-03-18)

  Form ADVobserved 3 days ago
  $116M
• Occurred

  May 13, 2015
  First Form ADV filing

  Betterwealth Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2da9ea21-07e6-cbe5-202a-2dab98c01ccc

First observed

May 13, 2015

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.