Wealth Manager
    SEC Registered

    Better Money Decisions

    Registered investment advisor · Santa Fe, New Mexico · CRD #172980

    Assets Under Management
    $327M
    Client Accounts
    925
    Employees
    8
    CRD Number
    172980
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Better Money Decisions

    Better Money Decisions (BMD) is a fee-only investment advisory firm based in Santa Fe, New Mexico, offering investment advisory, portfolio management, and financial planning services. BMD uses a combination of technical and fundamental analysis and manages approximately $370 million in assets.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Better Money Decisions

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Better Money Decisions's AUM?

    Better Money Decisions reports approximately $327M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Better Money Decisions headquartered?

    Better Money Decisions is headquartered in Santa Fe, New Mexico.

    What is Better Money Decisions's CRD number?

    Better Money Decisions's CRD number is 172980. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Better Money Decisions manage?

    Better Money Decisions manages approximately 925 client accounts according to its latest SEC filing.

    Is Better Money Decisions SEC registered?

    Yes, Better Money Decisions is registered with the SEC as an investment adviser.

    Similar advisors in New Mexico

    Thornburg Investment Management Inc
    Santa Fe, NM · $54.5B AUM
    Ulrich Investment Consultants
    Albuquerque, NM · $3.6B AUM
    John Moore & Associates Inc
    Albuquerque, NM · $1B AUM
    Redw Wealth LLC
    Albuquerque, NM · $869M AUM
    Zanetti Financial, LLC
    Albuquerque, NM · $809M AUM
    Westwind Capital
    Las Cruces, NM · $796M AUM
    See all top RIA firms in New Mexico →

    Research firms like Better Money Decisions at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial