BETTERMAN DIGITAL WEALTH, INC.

CRD 158755 · SEC 801-136274

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$102.1M

Discretionary AUM

$102.1M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-15

Disciplinary history

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Services

Portfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	22	$6.1M
High net worth individuals	10	$40.3M
Investment companies	1	$10.9M
Charitable organizations	2	$44.8M

All web addresses on file

Official SEC filing: View on IAPD