Stefan David Griess
Investment adviser representative at Digital Ascension Group - Wealth
10 yearsExperience
41 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
10 years in the industry.
- Digital Ascension Group - WealthJul 2025 to now
- Digital Wealth Partners LLCJun 2025 to now
- United Bank of MiOct 2021 to May 2025
- Macatawa BankMar 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 41 states (AL, AR, CA, CO, CT, DC, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WA, WI, WV, WY).
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
- 8123116
- Firm CRD
- 328627