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 registered investment adviser that began SEC registration in 2023 and operates as a limited liability company. The firm positions itself as a capital allocator for both individual/family and institutional clients and combines traditional advisory services with insurance brokerage. Its advisory offering spans financial planning, portfolio management for individuals, pooled vehicles and institutions, selection of sub‑advisers, and educational publishing and workshops. Fee arrangements are varied — percentage of AUM, fixed fees, performance fees and other structures are all in use. The firm is not flagged as an active ESG investor.