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BETTEREDGE CAPITAL LLC

NEW YORK, NY · CRD 334496 · IAPD ↗ · betteredge.com · 212-249-8405

$81.4MRegulatory AUM
1Advisory reps
4Employees
5Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — BETTEREDGE CAPITAL LLC (NEW YORK, NY) is newly SEC-registered with $75.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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