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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon insightAtlas +more
- Established Date
- 05-26-2015
- Office Locations
- 1
Office Locations
About Betterwealth LLC
BetterWealth (San Jose, CA) is an RIA providing financial planning and discretionary portfolio management built around its “enlightened discipline” framework—tracking progress, focusing on controllables, and aligning portfolios to client goals. The firm serves individuals and families including entrepreneurs and athletes, implementing strategies primarily with ETFs and index funds, with options for ESG/SRI. Custodies include Charles Schwab; recently added CFP/CPA leadership with Jesse Lownsbury as a principal.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
WINFIELD SCOTT STAUFFER
Managing Member, Principal
- CRD
- #4488351
- Ownership
- 50% but less than 75%
Andrew Lane Howard
Managing Member, Principal
- CRD
- #4752191
- Ownership
- 25% but less than 50%
Oak value
North glacier focus
- CRD
- #59747
- Ownership
- 25.1%
Showing 2 of 4 owners & executives
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JODEE DANIELLE LOWNSBURY
Director
- CRD
- #6228330
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $647,640,598 | $481,875 |
| Non-Discretionary | $12,303,795 | $2,460,759 |
| Total | $659,944,393 | $489,210 |
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Separately Managed Accounts
Total SMA Asset: $659,944,393
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $785,217,410 | 21.8% |
| Equity - Exchange | $1,091,380,161 | 30.3% |
| Cash | $1,044,555,270 | 29.0% |
| U.S. Government/Agency | $680,761,882 | 18.9% |
| Total | $3,601,914,723 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MERIDIAN DELTA | BRIDGE RADIAL | 8DHU20RQG | BBL | 8.23% | $58,489,057 |
| NORTH WAVE | VERTEX RIDGE | HUOYL91J0 | UAAUD | 2.64% | $43,223,715 |
| TIMBER GLACIER | VECTOR VALUE | 1LESHPEBR | DFXU | 4.51% | $63,350,916 |
| RIDGE FUSION WAVE | DELTA VECTOR | TXV8DAPF5 | UVPXA | 11.48% | $60,624,617 |
| VECTOR PEAK SIGNAL | SIGNAL HORIZON | IFPWGN3NZ | BEWO | 3.15% | $15,350,052 |
| VALUE VALUE | VECTOR BRIDGE | 2XE1SUI1X | FISL | 11.63% | $84,935,945 |
| FRONTIER BRIDGE | VERTEX MOMENTUM | DHWD5ZQY4 | LOUV | 6.13% | $39,943,316 |
| OAK SIGNAL FUSION | VECTOR VITAL | OCZ69JWZO | YDR | 11.78% | $40,263,727 |