Investment adviser · CRD 149117
BETTERMENT
Investment adviser filing (IA)
BETTERMENT LLC
NEW YORK, NY, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $69.5B Form ADV · Item 5.F
- Client accounts
- 1,344,483 Accounts, not individual clients
- Employees
- 794 Reported in this filing
- Advisory professionals
- 34 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 |
|---|---|---|---|
| Individuals | 992,194 | $46,630,077,847 | 67.1% |
| High-net-worth individuals | 24,685 | $17,119,725,381 | 24.6% |
| Retirement plans | 4,792 | $5,425,833,946 | 7.8% |
| Corporations & businesses | 806 | $347,596,241 | 0.5% |
| Charities | 11 | $1,259,571 | 0.0% |
Filing source
Form ADV 2123316 · Jul 31, 2026 · 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: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
450 WEST 33RD STREET, FLOOR 11NEW YORK, NY, 10001, United States
CRD 149117
Filing source
Form ADV 2123316 · Jul 31, 2026 · 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.