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Aaron Wayne Bailey

Investment adviser representative at Digital Ascension Group - Wealth
11 yearsExperience
7 statesRegistered 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.

  1. Digital Ascension Group - WealthJan 2026 to now
  2. Digital Wealth Partners, LLCJan 2026 to now
  3. Pcm Encore, LLCOct 2024 to Dec 2025
  4. Fisher InvestmentsJul 2017 to Oct 2024
  5. Portland State UniversitySep 2015 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 7 states (CA, NC, NE, OK, SC, TX, WA).

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
7087084
Firm CRD
328627
Advisor's SEC record (opens in a new tab)
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