← Tributary

BITWISE INVESTMENT MANAGER, LLC

SAN FRANCISCO, CA · CRD 317943 · IAPD ↗ · btopetf.com · 415-707-3663

$721.8MRegulatory AUM
6Advisory reps
26Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — BITWISE INVESTMENT MANAGER, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
July 2026 — BITWISE INVESTMENT MANAGER, LLC reported RAUM up 44% ($500.8M -> $721.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — BITWISE INVESTMENT MANAGER, LLC crossed $500M in regulatory AUM ($67.8M -> $500.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
10
December 2025 — BITWISE INVESTMENT MANAGER, LLC changed its website from bwebetf.com to btopetf.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — BITWISE INVESTMENT MANAGER, LLC reported RAUM up 82% ($37.2M -> $67.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
10
April 2024 — BITWISE INVESTMENT MANAGER, LLC changed its website from bitwiseinvestments.com to bwebetf.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — BITWISE INVESTMENT MANAGER, LLC reported RAUM up 113% ($17.5M -> $37.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.