Digital Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,207,245
Total clients
15
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$480,483
About
Digital Wealth, LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, advising on stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. The firm manages roughly $7.2 million for about 15 clients and recommends institutional custodians such as SEI Private Trust Company (with Capital Group/American Funds used for certain legacy accounts).
The firm’s investment approach is grounded in modern portfolio theory and primarily emphasizes passive, asset-allocation strategies implemented with index mutual funds and ETFs, periodic rebalancing, and discretionary trading authority. Financial planning is offered through a range of engagement types—comprehensive retainers, project-based work, and hourly engagements—and plans are tailored to each client’s goals, risk tolerance, tax considerations, and estate planning needs.
What distinguishes this firm from many peers is its regular provision of educational workshops and paid speaking engagements for organizations and the public, presented as purely educational and not tied to product sales. The adviser holds CFP® credentials and a DACFP Certificate in Blockchain and Digital Assets and integrates digital planning tools (an online personal financial manager and a secure electronic document vault) into its planning services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Equity compensation tax strategy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General estate planning guidance
Fee options
Basic Planning fixed annual fees: $3,000 - $6,000; Comprehensive Financial Planning fixed annual fees: $6,000 - $36,000; Project-Based Financial Planning fixed fees: $500 - $10,000.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Financial Planning hourly fee at $500.00, negotiable.
Fee-only: Firm is fee-only and compensated solely by clients; does not receive commissions or third-party payments.
Main office location
Digital Wealth, LLC
Los Angeles CA, United States
Number of offices
1
Most active in
Digital Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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