Joshua Allen Tessar
Investment adviser representative at Digital Ascension Group - Wealth
10 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
10 years in the industry.
- Digital Ascension Group - WealthMar 2026 to now
- Digital Wealth Partners, LLCJan 2026 to now
- Truist Investment Services, IncMar 2025 to now
- Truist Advisory Services, IncMar 2025 to Dec 2025
- LPL Financial LLCNov 2023 to Feb 2025
- Securities America AdvisorsNov 2021 to Nov 2023
- Securities America, IncNov 2021 to Nov 2023
- Integrity Financial Planning, Inc.Apr 2021 to Nov 2021
- Equity Services, Inc.Jul 2017 to Apr 2021
- National Financial Services, IncMay 2017 to Apr 2021
- UnemployedJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6733176
- Firm CRD
- 328627