Betterman Digital Wealth, Inc.

$102.1MAssets under management
as of Apr 2026 · SEC Form ADV
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Tech stack

No one at Betterman Digital Wealth, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Betterman Digital Wealth, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $68M held · filed Mar 2018
Hsbc Securities (USA) Inc.
Per Form ADV · $2M held · filed Mar 2018