# Betterman Digital Wealth, Inc.

> Betterman Digital Wealth, Inc. is a state-registered investment advisory firm, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 158755
- Filed as: BETTERMAN DIGITAL WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158755
- AdvisorCensus page: https://advisorcensus.com/firm/betterman-digital-wealth-inc-158755

## Quick answers

**How is Betterman Digital Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Betterman Digital Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Betterman Digital Wealth, Inc. registered with the SEC or a state?**
Betterman Digital Wealth, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 158755.

**How much does Betterman Digital Wealth, Inc. manage?**
Betterman Digital Wealth, Inc. reports $102,055,555 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does Betterman Digital Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (10); charitable organizations (2).

**Does Betterman Digital Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158755

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $102,055,555
- Discretionary: $102,055,555
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,114,056 |
| High net worth individuals | 10 | $40,291,319 |
| Investment companies | 1 | $10,855,662 |
| Charitable organizations | 2 | $44,794,518 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bettermandigitalwealth.com
- LinkedIn @john-betterman-9b874314

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Betterman Digital Wealth, Inc. (CRD 158755): Form ADV filing data as of October 2026.