Betterwealth LLC
Legal Name: BETTERWEALTH LLC
Full Contact Details
Betterwealth LLC
1475 SARATOGA AVENUE, SUITE 200, SAN JOSE, CA
866-659-2522
408-659-2391
Other Info
Betterwealth LLC, a California-based Limited Liability Company, currently employs 5 people, 4 of whom hold advisory positions. Its client base is undisclosed, but it has obtained an Approved status with the U.S. Securities and Exchange Commission since May 26, 2015.
BetterWealth
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
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Direct Owners
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ANDREW LANE HOWARD
PRINCIPAL owns more than 25% but less than 50%
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SUZANNE H COX
CHIEF OPERATING OFFICER owns less than 5%
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WINFIELD SCOTT STAUFFER
PRINCIPAL & CHIEF COMPLIANCE OFFICER owns 75% or more