BETTERWEALTH LLC
SEC file number 801-96317
· SAN JOSE, CA
https://betterwealth.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$501.7M
Discretionary AUM
$492.2M
Employees
6
Clients
—
Firm
- Address
- 1475 SARATOGA AVENUE
SAN JOSE, CA 95129 - Phone
- —
- Website
- https://betterwealth.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Better Life Health, Inc. Medium name-match confidence · CIK 2060240 · DE
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Better Life Health, Inc. · D · Nov 18, 2025
-
Better Life Health, Inc. · D · Nov 18, 2025$500.5K
-
Better Life Health, Inc. · D · Mar 21, 2025$2.4M