Overview
Assets Under Management: $327 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Frequently Asked Questions
BETTER MONEY DECISIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172980), BETTER MONEY DECISIONS, LLC is subject to fiduciary duty under federal law.
BETTER MONEY DECISIONS, LLC is headquartered in SANTA FE, NM.
BETTER MONEY DECISIONS, LLC serves 85 high-net-worth clients according to their SEC filing dated April 30, 2025. View client details ↓
According to their SEC Form ADV, BETTER MONEY DECISIONS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BETTER MONEY DECISIONS, LLC manages $327 million in client assets according to their SEC filing dated April 30, 2025.
According to their SEC Form ADV, BETTER MONEY DECISIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 925
Discretionary Accounts: 925
Regulatory Filings
CRD Number: 172980
Filing ID: 1978143
Last Filing Date: 2025-04-30 13:53:00
Website: https://bettermoneydecisions.com