Betterman Digital Wealth, Inc.
CRD 158755SEC# 801-136274
No longer SEC-registered. Betterman Digital Wealth, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$102.1M
Employees
1
Accounts
108
Location
—
Betterman Digital Wealth, Inc. assets under management
Betterman Digital Wealth, Inc. is a registered investment adviser overseen by the SEC. It reports $102.1 million in regulatory assets under management and employs 1 people.
Betterman Digital Wealth, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Joseph Betterman Control | Owner, President, Cco | Over 75% | 2011 |
Frequently asked questions
How much does Betterman Digital Wealth, Inc. manage?
Betterman Digital Wealth, Inc. reports $102.1 million in regulatory assets under management on its Form ADV.
How many employees does Betterman Digital Wealth, Inc. have?
Betterman Digital Wealth, Inc. reports 1 employees.
Does Betterman Digital Wealth, Inc. disclose fund performance?
Betterman Digital Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8-5 |
| Discloses disciplinary history | No |
Regulatory AUM
$102.1MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$102.1Mregulatory AUM
Discretionary $102.1M