Betterman Digital Wealth, Inc.

Overview

Betterman Digital Wealth, Inc. is an independent registered investment adviser incorporated in 2012 and owned by an individual. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services center on portfolio management for individuals and small businesses and the selection of third-party managers; the firm also functions as an insurance broker and holds affiliations with other investment advisers and an insurance company. The adviser does not present itself as an active ESG investor and is not registered as a multi-state adviser. It positions its practice around delegated manager selection and insurance solutions, suggesting a hybrid approach that blends discretionary portfolio management with outsourced manager access and insurance-based products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives