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Thomas Teal

Investment adviser representative at Digital Ascension Group - Wealth
11 yearsExperience
23 statesRegistered in
CFP® certificationDesignation
$555.1MFirm assets

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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.

  1. Digital Ascension Group - WealthMay 2025 to now
  2. Digital Wealth PartnersMar 2025 to now
  3. Centerline Wealth Advisors, LLCJul 2022 to Mar 2025
  4. The Gleason Group, Inc.Nov 2019 to Jun 2022
  5. Northwestern Mutual Wealth Management CompanyJun 2019 to Nov 2019
  6. Northwestern Mutual Investment Services LLCJan 2019 to Nov 2019
  7. Mitchell BarnesDec 2018 to Nov 2019
  8. Seek & BeeAug 2015 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 23 states (AL, CA, CO, CT, IL, KS, KY, MD, MI, MO, NC, NJ, NM, NV, OH, OR, PA, SD, TX, UT, VA, WA, WV).

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
7053715
Firm CRD
328627
Advisor's SEC record (opens in a new tab)
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