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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 Sep 17, 2026
Feed vintage Oct 1, 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
- Publications
- 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 26 | 70 | increased by44 |
| Apr 1, 2026 | Employees | 10 | 26 | increased by16 |
| Apr 1, 2026 | Clients | 1,398 | 2,551 | increased by1,153 |
| Apr 1, 2026 | AUM | $588,961,725 | $555,135,985 | decreased by$33,825,740 |
| Apr 1, 2026 | Accounts | 1,398 | 2,551 | increased by1,153 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 10 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 376 | 1,398 | increased by1,022 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $130,215,307 | $588,961,725 | increased by$458,746,418 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 461 | 1,398 | increased by937 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIGITAL ASCENSION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIGITAL ASCENSION” may also match similarly-named firms). Confirm identity against each filing.
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.