Digital Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285369
- Website
- digitalwealth.la
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.42%
- Individuals15.58%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Digital Wealth, LLC is an independent, individually owned registered investment adviser operating as a limited liability company that serves individual and family clients. Its core client services center on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. The firm offers multiple fee arrangements — percentage of AUM, hourly billing, and fixed-fee engagements — and does not present itself as a multi-state adviser, pension consultant, or institutional capital allocator. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Laurence Koeppel
FounderCRD 4454812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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