RIA Intelligence

DIGITALWEALTH COMPANY

Legal name: DIGITALWEALTH

CRD #316240 SEC #801-122271 MIAMI, FL (888)929-2327
SEC Registered
Total AUM
$123.1M
Discretionary
$123.1M
Employees
3
Clients
--
Accounts
35

Firm Details

Organization Type
Corporation
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 6, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DE ROTHSMAN, WALLACE MAYERICCOD Control
JEFOK INDUSTRIES INCDEDIRECTORD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JEFOK INCDEJEFOK INDUSTRIES INCE Control

Registrations

Federal

IA
Aug 6, 2021 REGISTERED

Notice Filings (2)

CA TX

Address

218 NORTH WEST 24TH STREET
MIAMI, FL 33127
United States
Phone: (888)929-2327