Digital Ascension Group - Wealth

RIASEC RegisteredEst. 2023

Total AUM

$555M

Discretionary

$555M

100% of AUM

Avg account

$218K

Accounts

2,551

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 328627
Registered since: November 9, 2023
Website: www.digitalwealthpartners.net
Custodians: ANCHORAGE DIGITAL BANK
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Corporations / Businesses53.78%
Pooled Investment Vehicles39.53%
HNWI6.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Digital Ascension Group - Wealth is an independent RIA organized as an LLC and registered with the SEC in 2023. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services span financial planning, portfolio management for individuals, small businesses and pooled vehicles, selection of third‑party advisers, and educational seminars. The firm also acts in sponsor and GP roles for pooled investment vehicles and maintains industry affiliations with insurance entities. Fee arrangements include percentage‑of‑AUM charges, fixed fees, performance‑based fees and other fee structures. The firm does not identify as an active ESG investor in the source data.