Betterman Digital Wealth, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,482,453
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
28% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$1,233,827
About
Betterman Digital Wealth, Inc. is a state‑registered independent investment adviser that provides portfolio management and financial consulting to individuals, high‑net‑worth clients and retirement plans. Services described in the brochure include discretionary and non‑discretionary asset management, complimentary financial assessments, and 3(21) ERISA support delivered through a third‑party retirement platform.
The firm implements model portfolios that range from capital preservation to aggressive growth and combines active and passive management, using fundamental, technical, charting and cyclical analysis to inform allocations. BDW may engage sub‑advisers or outside money managers and uses custodial and digital platforms to automate trading, rebalancing and tax‑related functions when implementing client strategies.
The brochure discloses several features that are less common for a solo independent adviser: formal sub‑advisory relationships with registered managers and use of a goal‑based wrap platform that includes access to crypto strategies and automated back‑office services. It also discloses an affiliation with another registered investment adviser and that supervised persons recommend and sell life and health insurance as independent agents, with related conflicts of interest identified and described in its policies.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Tax-loss harvesting
Wealth management
Occupation focus
Executive
Founder/Business Owner
Fee options
Less than $1,000,000 - $1,000,000: 0.75% annually $1,000,000 - $10,000,000: 0.55% annually More than $10,000,000+: Negotiable
Most active in
Betterman Digital Wealth, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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