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DIGITAL WEALTH PARTNERS LLC, CRD 328627
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Connor McLaughlin | n/a | DALLAS, TX | Killingworth, CT | 2 | 10 | n/a | no |
| Frederick Weisbrod | n/a | DALLAS, TX | Katy, TX | 1 | 17 | n/a | no |
| Thomas Teal | Certified Financial Planner | DALLAS, TX | Anchorage, KY | 1 | 11 | 3 | no |
| TIMOTHY GITHENS | n/a | Mesa, AZ | 1 | 13 | 2 | no |
| Sebastian Jennings | n/a | Fort Smith, AR | DALLAS, TX | 1 | 21 | n/a | no |
| Stefan David Griess | n/a | DALLAS, TX | Hudsonville, MI | 1 | 10 | n/a | no |
| Joseph Slattery | n/a | DENVER, CO | DALLAS, TX | 1 | 13 | 1 | no |
| Tyler M Ochs | n/a | Parrish, FL | DALLAS, TX | 0 | 10 | 3 | no |
| Martin Andrew Carnes | n/a | Tampa, FL | DALLAS, TX | 0 | 12 | 1 | no |
| Michelle Nelson | n/a | DALLAS, TX | Mansfield, TX | 0 | 14 | n/a | no |
| Ryan Atchley | n/a | DALLAS, TX | Lehi, UT | 0 | 10 | 1 | no |
| Nicholas G Barnett | n/a | Saint Petersburg, FL | DALLAS, TX | 0 | 10 | 3 | no |
| Letitia Roshelle Troutman | n/a | Tool, TX | DALLAS, TX | 0 | 18 | 1 | no |
| Jose Louise Amaro | n/a | DALLAS, TX | Lawrence, NJ | 0 | 11 | 1 | no |
| AARON WAYNE BAILEY | n/a | DALLAS, TX | Vancouver, WA | 0 | 11 | 2 | no |
| JENNIFER Ann O'HARA | Certified Financial Planner | DALLAS, TX | Albrightsville, PA | 0 | 18 | 4 | no |
| JOSHUA ALLEN TESSAR | n/a | Blacksburg, VA | DALLAS, TX | 0 | 10 | 5 | no |
| DAX K WESTLUND | n/a | West Bountiful, UT | DALLAS, TX | 0 | 20 | 9 | no |
| MATTHEW VAN BUSSUM | n/a | DALLAS, TX | Ponte Vedra, FL | 0 | 18 | 2 | no |
| BRIAN KENNETH COBB | n/a | DALLAS, TX | Riverview, FL | 0 | 10 | 2 | no |
| Cynthia Alexandra Jackson | n/a | York, SC | DALLAS, TX | 0 | 25 | 8 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Claver, Jacob, Levi | MANAGING MEMBER | E | yes | 01/2023 | Oct 11, 2023 | Nov 11, 2024 |
| Claver, Jacob, Levi | Director | Na | yes | 08/2023 | Oct 11, 2023 | Nov 11, 2024 |
| DIGITAL ASCENSION GROUP | Member | D | yes | 08/2023 | Oct 11, 2023 | Nov 11, 2024 |
| Tapia, Romero, Richard | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2024 | Nov 11, 2024 | Nov 11, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $555M | $555M | 26 | 17 | 0 | 4 | n/a |
| 2024 | Mar 31, 2025 | $130M | $130M | 5 | 2 | 1 | n/a | n/a |
| 2023 | Mar 29, 2024 | $0 | $0 | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 15 | 2 | 13 | 9.5% | 0 | 1 | 0 | 19 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $555M | $130M | 326.3% | n/a | n/a | 70 | 5 | 0 | 1 |