Better Financial Services, Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 329520
· SEC file 801-137261
· Federal Way, WA
· www.gotobfs.com
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ADV data as of Aug 10, 2026
- Regulatory AUM
- $111M
- Discretionary
- $111M
- Clients
- 82
- Avg AUM / client
- $1.4M
- Accounts
- 170
- Employees
- 2
AUM over time
$95.0M
$111M
Mar 11, 2026
Aug 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $20.0M | 18.1% |
| High net worth individuals | 41 | $90.0M | 81.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $500K | 0.45% |
| Corporations and other businesses | Fewer than 5 clients | $250K | 0.23% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Saket Sengar | Registered representative | CFP | Jul 2024 (2y) | |
| Ruchi Sengar | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗