DIGITAL WEALTH PARTNERS LLC
DBA: DIGITAL WEALTH PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $555.1M |
| Discretionary | $555.1M100% of AUM |
| Client Accounts | 2,551 |
| Avg Account Size | $218K |
| Employees | 26 |
| Peak AUM | $589.0MSep 2025 |
AUM by Client Type
Total AUM
$555M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $555M | +326.3% | — | — | |
| Discretionary AUM | $555M | ||||
Key Metrics
| Total AUM | $555.1M |
| Discretionary | $555.1M |
| Employees | 26 |
| Client Accounts | 2551 |
| Client Range | 1-10 |
Contact & Location
Address
5910 NORTH CENTRAL EXPRESSWAY
DALLAS TX 75206
Phone
307-396-0295
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$555M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension ConsultantLaw Firm