Digital Wealth Partners Llc
- Regulatory AUM
- $555M
- Discretionary
- $555M
- Clients
- 2,551
- Avg AUM / client
- $218K
- Accounts
- 2,551
- Employees
- 70
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 382 | $37.1M | 6.69% |
| Pooled investment vehicles (non-investment companies) | 4 | $219M | 39.5% |
| Corporations and other businesses | 2,165 | $299M | 53.8% |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Claver, Jacob, Levi | Director | Jan 2023 (4y) | ≈ 37.5% – 75% via Digital Ascension Group | |
| Tapia, Romero, Richard | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% | |
| Connor Mc Laughlin | Registered representative | Jun 2024 (2y) | ||
| Frederick Weisbrod | Registered representative | Jan 2025 (2y) | ||
| Thomas Teal | Registered representative | CFP | May 2025 (1y) | |
| Sebastian Jennings | Registered representative | Jun 2025 (1y) | ||
| Timothy Githens | Registered representative | Jun 2025 (1y) | ||
| Stefan David Griess | Registered representative | Jul 2025 (1y) | ||
| Joseph Slattery | Registered representative | Jul 2025 (1y) | ||
| Martin Andrew Carnes | Registered representative | Nov 2025 (1y) | ||
| Michelle Nelson | Registered representative | Nov 2025 (1y) | ||
| Tyler M Ochs | Registered representative | Nov 2025 (1y) | ||
| Ryan Atchley | Registered representative | Nov 2025 (1y) | ||
| Nicholas G Barnett | Registered representative | Nov 2025 (1y) | ||
| Daniela Alexandra Pernia | Registered representative | Dec 2025 (1y) | ||
| Letitia Roshelle Troutman | Registered representative | Dec 2025 (1y) | ||
| Jose Louise Amaro | Registered representative | Dec 2025 (1y) | ||
| Aaron Wayne Bailey | Registered representative | Jan 2026 (1y) | ||
| Jennifer Ann O'hara | Registered representative | CFP | Mar 2026 (0y) | |
| Joshua Allen Tessar | Registered representative | Mar 2026 (0y) | ||
| Dax K Westlund | Registered representative | Mar 2026 (0y) | ||
| Brian Kenneth Cobb | Registered representative | Mar 2026 (0y) | ||
| Matthew Van Bussum | Registered representative | Mar 2026 (0y) | ||
| Cynthia Alexandra Jackson | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Digital Ascension Group | Member | Aug 2023 | A | 50% – 75% |
Undisclosed: 15% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Claver, Jacob, Levi: 75% – 100% of Digital Ascension Group × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ONBOARDING, FUND-LEVEL SUBSCRIPTION AND INSURANCE REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Anchorage Digital Bank National Association $332M (60% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗