|
⚲
|
| Betterman Digital Wealth Inc
✚
|
|
|---|---|
| CRD # | 158755 |
| SEC # | 801-136274 |
| CIK # | |
| AUM | $102.1 M (2026-04-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 847-440-1639 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.1 |
| (b) Individuals (high net worth individuals) | 10 | 40.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 10.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 44.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 102.1 |
| By Discretionary | ||
| Discretionary | 108 | 102.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 108 | 102.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 99.7 | |
| Total | 108 | 102.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
Stillwater Capital Management Corp
✚
|
CA | 0.1 |
|
Rocky Hill Advisors Inc
✚
|
MA | 0.1 |
|
Capital Synergy Partners Inc
✚
|
CA | 0.1 |
|
Haire Wealth Management Inc
✚
|
MS | 0.1 |
|
Balanced Wealth Management LLC
✚
|
RI | 0.1 |
|
Touchstone Capital Inc
✚
|
PA | 0.1 |
|
Onewelth Inc
✚
|
NY | 0.1 |
|
Strategic Wealth Partners LLC
✚
|
TN | 0.1 |
|
Hanover Square Wealth Advisors LLC
✚
|
0.1 |