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Building 2BETTERMAN DIGITAL WEALTH, INC.

Map pin
Phone(847) 440-1639
NotebookSEC #801-136274
Total AUM
$102.1M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
(847) 440-1639

ReceiptFinancials

Total AUM
$102.1M
Accounts
108
Discretionary
$102.1M
Accounts
108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$6.1M
HNW Individual Clients
10
AUM
$40.3M
Investment Company Clients
1
AUM
$10.9M
Charitable Organization Clients
2
AUM
$44.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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