Betterman Digital Wealth, Inc.
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 35
- Avg AUM / client
- $2.9M
- Accounts
- 108
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $6.1M | 5.99% |
| High net worth individuals | 10 | $40.3M | 39.5% |
| Investment companies | 1 | $10.9M | 10.6% |
| Charitable organizations | 2 | $44.8M | 43.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Betterman | Owner, President, Cco | Oct 2011 (15y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 1.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $66.4M (65% of AUM) Apr 2026
- Mtg, Llc $12.6M (12% of AUM) Apr 2026
- Hsbc Securities (Usa) Inc. $1.8M (3% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗