Falists
← Back to search

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS LLC

CRD 328627 · SEC 801-129045

Visit website

5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450, DALLAS, TX, 75206, United States

Phone

307-396-0295

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$555.1M

Discretionary AUM

$555.1M

Team

26 total employees; 17 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees; ONBOARDING FEE AND FUND-LEVEL SUBSCRIPTION FEE

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals382$37.1M
Pooled investment vehicles4$219.4M
Corporations/business entities2165$298.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD