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DIGITAL ASCENSION GROUP - WEALTH

DALLAS, TX · CRD 328627 · IAPD ↗ · 307-396-0295

$555.1MRegulatory AUM
23Advisory reps
70Employees
0Clients
1-10Planning clients
4Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
August 2026 — DIGITAL WEALTH PARTNERS is now doing business as DIGITAL ASCENSION GROUP - WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
74
August 2026 — DIGITAL ASCENSION GROUP - WEALTH grew from 17 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2026 — DIGITAL WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2026 — DIGITAL WEALTH PARTNERS grew from 7 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
December 2025 — DIGITAL WEALTH PARTNERS crossed $500M in regulatory AUM ($368.0M -> $589.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
August 2025 — DIGITAL WEALTH PARTNERS notice-filed in AK, AZ, DE, MT, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
August 2025 — DIGITAL WEALTH PARTNERS reported RAUM up 183% ($130.2M -> $368.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
August 2025 — DIGITAL WEALTH PARTNERS grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
August 2025 — DIGITAL WEALTH PARTNERS now reports 2 private fund(s) ($90.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
March 2025 — DIGITAL WEALTH PARTNERS notice-filed in AL, AR, FL, HI, IA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, NJ, NM, NV, OH, OK, OR, RI, SC, TN, UT, VA, VT, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — DIGITAL WEALTH PARTNERS added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
September 2024 — DIGITAL WEALTH PARTNERS notice-filed in CA, DC, GA, IN, LA, NC, NE, NH, NY, PA, SD, VI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2024 — DIGITAL WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
July 2024 — DIGITAL WEALTH PARTNERS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.