Betterman Digital Wealth, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 158755
- Registered since
- January 5, 2012
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations43.89%
- HNWI39.48%
- Investment Companies10.64%
- Individuals5.99%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Betterman Digital Wealth, Inc. is a corporation that has been SEC-registered since 2012 and operates as an asset allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and combines portfolio management for individuals and small businesses with selection of third‑party advisers. It also functions as an insurance broker and maintains affiliations with other investment advisers and insurance companies. The firm is owned by an individual and identifies as a capital allocator rather than a purely advisory-only shop.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
John Betterman
Co-FounderCRD 1684532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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