Investment adviser · CRD 172980
BETTER MONEY DECISIONS
Investment adviser filing (IA)
BETTER MONEY DECISIONS, LLC
SANTA FE, NM, United States · Form ADV filed Apr 30, 2025
- Regulatory AUM
- $327M Form ADV · Item 5.F
- Client accounts
- 925 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 85 | $194,715,610 | 59.6% |
| Individuals | 230 | $129,640,408 | 39.7% |
| Charities | 7 | $2,431,706 | 0.7% |
Filing source
Form ADV 1978143 · Apr 30, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
460 ST. MICHAEL'S DRIVE, SUITE 902SANTA FE, NM, 87505, United States
CRD 172980
Filing source
Form ADV 1978143 · Apr 30, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.