SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Digital Ascension Group - Wealth
Dallas, TX
Digital Wealth Partners LLC, CRD 328627
Firm filing updated September 17, 2026 ·
- $555.1MAssets
- 2,551Clients
- 23Advisory staff
- 2,551Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Corporations or other businesses2,165
- High net worth individuals382
- Pooled vehicles4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 382 | $37.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $219.4 million |
| Corporations or other businesses not listed above | 2,165 | $298.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$555.1 million
- Accounts2,551
- DiscretionaryAll accounts
People
- Employees70
- Advisory staff23
- Broker-dealer reps0
- Licensed insurance agents15
- Planning clients1 to 10
Advisors
14 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Digital Wealth Partners LLC SEC-registered investment advisor. CRD 328627, SEC file 801-129045.
- Registered with the SEC as an investment advisor (status date on record: November 9, 2023).
Is Digital Ascension Group - Wealth a fiduciary?
Short answer: Digital Ascension Group - Wealth is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
15 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.