Sign in
Create a free account
DIGITAL WEALTH PARTNERS
DALLAS, TX
307-396-0295
SEC #801-129045Total AUM
$555.1M
Employees
26Clients
2,551Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5910 NORTH CENTRAL EXPRESSWAY
SUITE 1450
DALLAS
TX 75206
United States
SUITE 1450
DALLAS
TX 75206
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
307-396-0295
Financials
Total AUM
$555.1M
Accounts
2,551Discretionary
$555.1M
Accounts
2,551Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
382AUM
$37.1M
Pooled Vehicle Clients
4AUM
$219.4M
Corporation or Business Clients
2,165AUM
$298.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ONBOARDING FEE AND FUND-LEVEL SUBSCRIPTION FEE
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.