Digital Wealth, LLC

Overview

Digital Wealth, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm’s advisory work centers on financial planning, managed portfolios for individuals and small businesses, and client education through seminars and workshops. Investment activity is concentrated in pooled public funds—chiefly mutual funds—rather than individual security selection, suggesting a preference for diversified, liquid vehicles and an emphasis on portfolio construction and planning over active stock picking. The firm is not positioned as an ESG or pension specialist, and it does not self-identify as a capital allocator. The business employs a fee mix that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which aligns with a hybrid planning-and-management model. Given the small client base and the single-office structure, the practice appears to be high-touch and relationship-driven, with portfolio implementation routed largely through third-party mutual funds and custodial platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices