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DIGITAL ASCENSION GROUP - WEALTH
Legal name: DIGITAL WEALTH PARTNERS LLC
CRD 328627File 801-129045
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$555.1M
Above cohort median (national)
Discretionary AUM
$555.1M
Clients
2,551
2,551 accounts
Employees
70
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 9, 2023
- Principal office
- 5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450, DALLAS, TX, 75206
- Phone
- 307-396-0295
- Website
- https://www.dag.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $555.1M
- Discretionary AUM
- $555.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,551
- Non-discretionary accounts
- 0
- Total accounts
- 2,551
- AUM per client
- $218K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2,165 | $298.6M |
| High net worth individuals | 382 | $37.1M |
| Pooled investment vehicles | 4 | $219.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ONBOARDING, FUND-LEVEL SUBSCRIPTION AND INSURANCE REFERRAL FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.