# Digital Ascension Group - Wealth

> 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.

- CRD: 328627
- Filed as: DIGITAL ASCENSION GROUP - WEALTH
- Legal name: Digital Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328627
- AdvisorCensus page: https://advisorcensus.com/firm/digital-ascension-group-wealth-dallas-tx-328627

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Anchorage Digital Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $555,135,985
- Discretionary: $555,135,985
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 382 | $37,125,858 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $219,440,786 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2,165 | $298,569,341 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 70 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dag.com
- LinkedIn @dagwealth
- X @DAGwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 7 | August 19, 2024 |
| October 2025 | $368,017,541 | 10 | July 29, 2025 |
| October 2026 | $555,135,985 | 70 | September 17, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Digital Ascension Group - Wealth (CRD 328627): Form ADV filing data as of October 2026.