A complete list of active advisors currently associated with Betterman Digital Wealth, Inc.
Warmer can help you find a great advisor at Betterman Digital Wealth, Inc. or one who fits your needs even better.
Betterman Digital Wealth, Inc. provides investment management, financial assessments and retirement‑plan services (including 401(k)/ERISA support) to individuals, high‑net‑worth clients and plan sponsors, and the firm reported managing about $102,055,555 in client assets as of December 31, 2025. Client objectives are documented in Investment Management Agreements and the firm provides periodic written statements and quarterly performance communications. The firm uses model portfolios (Capital Preservation through Aggressive Growth) and says it combines active and passive management within a strategic asset‑allocation framework, employing stocks, bonds, mutual funds, ETFs and other instruments while describing a generally contrarian investment stance. BDW also employs sub‑advisory relationships and third‑party platforms to implement strategies, and its brochure specifically describes arrangements with Unison Advisors LLC and the Betterment for Advisors platform (including goal‑based tools and crypto‑related portfolios). What the brochure highlights as distinctive are BDW’s formal affiliations and third‑party arrangements: an affiliation with Cura Collective Legacy, the explicit use of registered sub‑advisers (Unison and Betterment), and the principal’s role as an independent life and health insurance agent whose sales may generate commissions — all of which the firm discloses as potential conflicts. The firm also documents institutional‑style services and product access (ERISA/401(k) plan work and use of investment company securities among permissible investments), indicating relationships and client types that differ from many solo advisers.
To learn more about the advisors currently working at Betterman Digital Wealth, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 28
|
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