Key facts
- DIGITAL WEALTH PARTNERS is a other based in DALLAS, TX.
- DIGITAL WEALTH PARTNERS has 2 funds on record, raising $400K across the 1 that report a size.
- DIGITAL WEALTH PARTNERS reports $38.0M in regulatory assets under management across 4 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 328627- Regulatory AUM
- $38.0M
- Private fund assets
- $219.4M
- Private funds
- 4 · 4 other
- Staff
- 26
- Registered office
- DALLAS, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as DIGITAL WEALTH PARTNERS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for DIGITAL WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
2 recorded- Digital Wealth Partners Management LLC2024$400K
- Digital Wealth Management Fund, LP2018—
$400K raised across the 1 fund that report a size
Frequently asked
- What is DIGITAL WEALTH PARTNERS's AUM?
- DIGITAL WEALTH PARTNERS manages approximately $38.0M in assets.