← Tributary

BETTER MONEY DECISIONS

SANTA FE, NM · CRD 172980 · IAPD ↗ · bettermoneydecisions.com · 844-507-0961

$326.8MRegulatory AUM
6Advisory reps
8Employees
32Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BETTER MONEY DECISIONS (SANTA FE, NM) left the SEC roster (was $326.8M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
May 2025 — BETTER MONEY DECISIONS added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
March 2025 — BETTER MONEY DECISIONS changed its website from betterfinancialdecisions.com to bettermoneydecisions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
February 2024 — BETTER MONEY DECISIONS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2024 — BETTER MONEY DECISIONS reported RAUM up 37% ($197.9M -> $271.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.