DIGITAL WEALTH PARTNERS LLC
Legal name: DIGITAL WEALTH PARTNERS
CRD #328627 SEC #801-129045 DALLAS, TX 307-396-0295
SEC Registered Private Funds
Total AUM
$589M
Discretionary
$589M
Employees
10
Clients
0
Accounts
1,398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $589M | $589M | $0 | 10 | 0 |
| Sep 2025 | $589M | $589M | $0 | 10 | 0 |
| Jul 2025 | $368M | $368M | $0 | 10 | 0 |
| Mar 2025 | $130.2M | $130.2M | $0 | 5 | 0 |
| Feb 2025 | $0 | $0 | $0 | 7 | 0 |
| Jan 2025 | $0 | $0 | $0 | 7 | 0 |
| Nov 2024 | $0 | $0 | $0 | 7 | 0 |
| Oct 2024 | $0 | $0 | $0 | 7 | 0 |
| Aug 2024 | $0 | $0 | $0 | 7 | 0 |
| Aug 2024 | $0 | $0 | $0 | 7 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| Mar 2024 | $0 | $0 | $0 | 2 | 0 |
| Jan 2024 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$589M
Discretionary$589M
Non-Disc.$0
Employees10
Clients0
DateSep 2025
Total AUM$589M
Discretionary$589M
Non-Disc.$0
Employees10
Clients0
DateJul 2025
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0