Digital Ascension Group - Wealth

RIASEC Registered

Total AUM

$555M

Discretionary

$555M

100% of AUM

Avg account

$218K

Accounts

2,551

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 328627
Registered since: November 9, 2023
Website: www.digitalwealthpartners.net
Custodians: ANCHORAGE DIGITAL BANK
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Corporations / Businesses53.78%
Pooled Investment Vehicles39.53%
HNWI6.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Digital Ascension Group - Wealth is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year: 2023) and describes itself as a capital allocator serving both individual/family and institutional clients. Its business activities extend beyond portfolio management to include insurance brokerage, financial planning, publication of periodicals, and educational seminars. Advisory services cover discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus selection of other advisers. The firm employs a mix of fee arrangements (percentage of AUM, fixed fees, and performance-based fees among others). It does not identify as an active ESG investor.