Digital Wealth Partners LLC
● SEC registered since 2023CRD 328627SEC# 801-129045Dallas, TX
Ranks #3,760 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$555.1M
Fund GAV
$219.4M
Private funds
4
Employees
70
Accounts
2,551
Location
Dallas, TX
Digital Wealth Partners LLC assets under management
Digital Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2023. It reports $555.1 million in regulatory assets under management and employs 70 people. Digital Wealth Partners LLC manages 4 private funds with combined gross assets of $219.4 million, including Dwpm Tactical Income Fund I LP. By regulatory assets, it ranks 3,760 of 6,030 private fund managers.
Digital Wealth Partners LLC private funds
4 funds · $219.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dwpm Tactical Income Fund I LP | Other Private | $102.9M | $50K |
| Dwpm Prime Growth Fund I LP | Other Private | $52.7M | $50K |
| Dwpm Digital Asset Income Fund I LP | Other Private | $37M | $50K |
| Dwpm Digital Asset Growth Fund I LP | Other Private | $26.9M | $50K |
Digital Wealth Partners LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Alexandra Jackson Control | Chief Compliance Officer | Under 5% | 2026 |
| Digital Ascension Group Control | Member | 50-75% | 2023 |
| Edward Bean | Head Of Operations | Under 5% | 2025 |
| Jacob Levi Claver Control | Chief Revenue Officer | Under 5% | 2025 |
| Louis Hsu Control | Chief Investment Officer | Under 5% | 2026 |
| Max I Kahn Control | Chief Executive Officer | Under 5% | 2025 |
| Erin Friez Control | Ceo | — | 2025 |
| Jacob Levi Claver Control | Chief Revenue Officer | Over 75% | 2025 |
Frequently asked questions
How much does Digital Wealth Partners LLC manage?
Digital Wealth Partners LLC reports $555.1 million in regulatory assets under management on its Form ADV.
How many private funds does Digital Wealth Partners LLC manage?
Digital Wealth Partners LLC manages 4 private funds with combined gross assets of $219.4 million.
How many employees does Digital Wealth Partners LLC have?
Digital Wealth Partners LLC reports 70 employees.
Where is Digital Wealth Partners LLC located?
Digital Wealth Partners LLC is based in Dallas, TX and has been SEC-registered since 2023.
Does Digital Wealth Partners LLC disclose fund performance?
Digital Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5910 North Central Expressway, Suite 1450, Dallas, TX 75206 |
| Phone | 307-396-0295 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$555.1M▲ 326%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,306 advisers
AUM vs fund managersTop 62%
Larger than 38% of 6,030 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 9%
More than 91% of 16,824 advisers
Assets under management
$555.1Mregulatory AUM
Discretionary $555.1M
Service providers
Auditor
Custodian
Administrator