Digital Wealth Partners

Updated today

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Total assets under management

$588,961,725

Total clients

235

100% high-net worth

Total advisors

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$2,506,220

Client services

Financial planning Portfolio management

Fee options

Fixed

Financial planning fixed fees range from $5,000 to $25,000

Percentage

$0 - $5 million: 2.00% (Digital Assets) Above $5 million - $10 million: 0.50% (Digital Assets) Over $10 million+: 0.40% (Digital Assets) $0 - $5 million: 0.75% (Traditional Assets) Above $5 million - $10 million: 0.50% (Traditional Assets) Over $10 million+: 0.40% (Traditional Assets)

Performance-based

Performance fee of 20% of profits above 8% hurdle rate with high-water mark for qualified clients

Other

Account minimum: $500,000 or 50,000 XRP Minimum fee: If total monthly AUM fee is less than $100, client pays a flat fee of $100 per month

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Digital Wealth Partners

5910 North Central Expressway, Suite 1450

Dallas TX 75206, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 307-396-0295

Advisors at this firm

Ryan A

Series 66

Lehi, UT

Digital Wealth Partners

Aaron B

Series 65

Dallas, TX

Digital Wealth Partners

Letitia T

Series 66

Tool, TX

Digital Wealth Partners

Tyler O

Series 66

Series 63, Series 66

Dallas, TX

Digital Wealth Partners

Martin C

Series 65

Dallas, TX

Digital Wealth Partners

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