Digital Wealth Partners
Digital Wealth Partners is an SEC-registered mass-market adviser in Dallas, TX with $555.1M assets under management (AUM, regulatory AUM), +326% over one year. See who owns Digital Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328627, SEC 801-129045, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $555.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 26
- Clients
- 2,551
- CRD
- 328627
- Ownership
- Claver, Jacob, Levi; Butler, Eric, Paul; DIGITAL ASCENSION GROUP; Snider, Matthew, James; KAHN, MAX, I
How much AUM does Digital Wealth Partners have?
Digital Wealth Partners reported $555.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Digital Wealth Partners?
Disclosed owners and executives of Digital Wealth Partners include Claver, Jacob, Levi, Butler, Eric, Paul, DIGITAL ASCENSION GROUP, Snider, Matthew, James, KAHN, MAX, I. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.