DIGITAL WEALTH PARTNERS

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 Wealth Partners is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm acts as a capital allocator for both individual and institutional clients, combining discretionary portfolio management, financial planning and selection of outside managers. Its advisory work spans separately managed accounts, pooled investment vehicles and advisory relationships with businesses or small institutions. Investment activity tilts toward private and digital-asset strategies in addition to traditional pooled and SMA approaches. The firm serves as sponsor, general partner and managing member of pooled vehicles, and it uses a mix of fee structures (percentage of AUM, fixed fees and performance-based fees) to accommodate different client and fund arrangements. Digital Wealth Partners does not position itself as an active ESG investor.