Dax K Westlund
Investment adviser representative at Digital Ascension Group - Wealth
11 yearsExperience
1 stateRegistered in
$555.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Digital Ascension Group - WealthMar 2026 to now
- Morgan StanleyJan 2023 to now
- E*trade Capital Management LLCSep 2022 to now
- E*trade Securities LLCSep 2022 to now
- Advised Assets Groups, LLCNov 2021 to Aug 2022
- Gwfs Equities, IncNov 2021 to Aug 2022
- UnemploymentAug 2021 to Oct 2021
- Wells Fargo Clearing ServicesApr 2021 to Jul 2021
- Aerotek IncDec 2020 to Jul 2021
- Fidelity Brokerage Services LLCMar 2019 to Nov 2020
- AmazonNov 2018 to Mar 2019
- Edward JonesApr 2018 to Oct 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2018
- Wells Fargo Advisors, LLCJan 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (UT).
Digital Ascension Group - Wealth
Legal name: Digital Wealth Partners LLC
$555.1MAssets managed
2,551Clients
21Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5099759
- Firm CRD
- 328627