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Digital Ascension Group - Wealth
Filed as DIGITAL ASCENSION GROUP - WEALTH · Legal name Digital Wealth Partners LLC
Digital Ascension Group - Wealth is an SEC-registered investment advisory firm in Dallas, TX, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Digital Ascension Group - Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Digital Ascension Group - Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.
Where is Digital Ascension Group - Wealth located?
Digital Ascension Group - Wealth's principal office is in Dallas, TX, according to its Form ADV.
Is Digital Ascension Group - Wealth registered with the SEC or a state?
Digital Ascension Group - Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328627.
How much does Digital Ascension Group - Wealth manage?
Digital Ascension Group - Wealth reports $555,135,985 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).
How have Digital Ascension Group - Wealth's assets and staff changed since 2024?
In the Form ADV data for Digital Ascension Group - Wealth: Regulatory assets under management: $0 in the October 2024 data and $555,135,985 in the October 2026 data. Total employees: 7 in October 2024 and 70 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Digital Ascension Group - Wealth serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (2,165); high net worth individuals (382); pooled investment vehicles (other than investment companies and business development companies) (4).
Which custodians does Digital Ascension Group - Wealth use?
Digital Ascension Group - Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Anchorage Digital Bank as a custodian holding 10% or more of its separately managed account assets.
Does Digital Ascension Group - Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328627
What changed in Digital Ascension Group - Wealth's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated August 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$555,135,985 as of October 2026, filing dated September 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Digital Wealth Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 70. Performing investment advisory functions: 23.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
52 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $555,135,985 | 70 | September 17, 2026 |
| October 2025 | $368,017,541 | 10 | July 29, 2025 |
| October 2024 | $0 | 7 | August 19, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $555,135,985 in the October 2026 data.
Total employees: 7 in October 2024 and 70 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- September 2026
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Employees performing advisory functions went from 17 to 23.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 7 to 17.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Regulatory assets under management went from $368,017,541 to $588,961,725 (+60%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Digital Ascension Group - Wealth (CRD 328627): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/digital-ascension-group-wealth-dallas-tx-328627