Digital Ascension Group - Wealth

RIASEC RegisteredEst. 2023

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 Advisers

Firm profile

FINTRX

Overview

Digital Ascension Group - Wealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional investors, providing financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses or institutions, and the selection of other advisers. Its billing arrangements include percentage-of-AUM fees, fixed fees, performance-based fees and other fee structures. The firm functions as a capital allocator and is active as a sponsor/GP and managing member of pooled investment vehicles; it also maintains affiliations with an insurance company in a sponsor role. Digital Ascension does not characterize itself as an active ESG investor.