Digital Ascension Group - Wealth

RIASEC Registered

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 organized as an LLC that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator. Its advisory services extend beyond discretionary portfolio management to financial planning, management of pooled investment vehicles, selection of outside advisers, and client education through publications and workshops. The firm also operates as an insurance broker and participates as a sponsor or managing member in pooled investment vehicles. Fee arrangements include AUM-based fees, fixed fees, performance-linked fees and other structures.