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Chief Compliance Officer · Betterwealth LLC

Suzanne H Cox

CRD 2318241 · Named on Form ADV at one SEC-registered adviser

At a glance

Betterwealth LLC, an SEC-registered wealth manager based in SAN Jose, CA with $660 million in regulatory assets, lists Suzanne H Cox on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Betterwealth LLCChief Compliance OfficerWealth manager · SAN Jose, CA · $660M in regulatory assets

AtlasMembers

Suzanne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Suzanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.