BETTERWEALTH LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 226661). Regulatory assets under management: $659.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Winfield Scott Stauffer | MANAGING MEMBER | — |
| Suzanne H Cox | CHIEF COMPLIANCE OFFICER | — |
| Andrew Lane Howard | MANAGING MEMBER | — |
| STAUFFER WINFIELD SCOTT | MANAGING MEMBER; MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CEO/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| COX SUZANNE H | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFCIER; CHIEF OPERATING OFFICER (+1 more) | — |
| Howard Andrew Lane | MANAGING MEMBER; PRINCIPAL | — |
| Jesse Orin Lownsbury | MANAGING MEMBER | — |