DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Digital Ascension Group - Wealth

Other adviserDallas, TexasCRD 328627SEC 801-129045websiteIAPD
Legal name Digital Wealth Partners LLC
Latest filing Sep 9, 2026
First filing on the tape Oct 11, 2023 · 19 filings
SEC status approved since Nov 9, 2023
RAUM
$555M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
6.7%
$37.1M individuals and HNW
Advisors
21
registered through the firm on IAPD
RAUM per advisor
$26.4M
derived; firm RAUM over IAPD count
Employees
70
23 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$555M as of Aug 28, 2026
Mar 29, 2024$0 then
HNW client RAUM$37.1M as of Aug 28, 2026
Mar 29, 2024$0 then
State-registered IARs (5.B.3)23 as of Aug 28, 2026
Mar 29, 20241 then
Employees (5.A)70 as of Aug 28, 2026
Mar 29, 20242 then
Private funds4 as of Aug 28, 2026
Jul 29, 20252 then
RAUM +326% over the last fiscal yearIARs 0 to 23offices 1 to 0
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
RAUM per advisor
$26.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
18derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$97,188derivedHNW RAUM over HNW clients
Average account
$217,615derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.3derivedItem 5.A over advisors
Advisors per office
21.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+326%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+788%derived
Compensation
percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, publications, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$299M54%
  • Pooled investment vehicles$219M40%
  • High-net-worth individuals$37.1M6.7%
Individual clients
0reported
HNW clients
382reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
2,551reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=0.07 fund_share=0.4 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
21 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Connor MclaughlinDallas, Tx Jun 13, 202410 y0
Frederick WeisbrodDallas, Tx Jan 16, 202517 y0
Thomas TealCertified Financial PlannerDallas, Tx May 22, 202511 y3
Sebastian JenningsFort Smith, Ar Jun 26, 202521 y0
Timothy GithensMesa, AzJun 26, 202513 y2
Stefan David GriessDallas, Tx Jul 10, 202510 y0
Joseph SlatteryDenver, Co Jul 29, 202513 y1
Tyler M OchsParrish, Fl Nov 9, 202510 y3
Michelle NelsonDallas, Tx Nov 9, 202514 y0
Martin Andrew CarnesTampa, Fl Nov 9, 202512 y1
Ryan AtchleyDallas, Tx Nov 12, 202510 y1
Nicholas G BarnettSaint Petersburg, Fl Nov 17, 202510 y3
Letitia Roshelle TroutmanTool, Tx Dec 18, 202518 y1
Jose Louise AmaroDallas, Tx Dec 19, 202511 y1
Aaron Wayne BaileyDallas, Tx Jan 27, 202611 y2
Joshua Allen TessarBlacksburg, Va Mar 27, 202610 y5
Jennifer Ann O'HaraCertified Financial PlannerDallas, Tx Mar 27, 202618 y4
Dax K WestlundWest Bountiful, Ut Mar 30, 202620 y9
Matthew Van BussumDallas, Tx Mar 31, 202618 y2
Brian Kenneth CobbDallas, Tx Mar 31, 202610 y2
Cynthia Alexandra JacksonYork, Sc Apr 21, 202625 y8
Advisor movement
2 left, 15 joined in 12 months
net +13 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 9.5% of current headcount3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Levi Jacob Claver · Directorcontrol
    since 08/2023 · owns less than 5%
  • Richard Romero Tapia · Chief Compliance Officercontrol
    since 11/2024 · owns less than 5%
  • Levi Jacob Claver · Managing Membercontrol
    since 01/2023 · owns 75% or more of Digital Ascension Group
Entity owners
  • Digital Ascension Group · Member
    direct · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Dallas, Tx · principal20140
Denver, Co101
Evergreen, Co001
Offices
Schedule D 1.F, the 25 largest
  • , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
  • account count surgeChange between filings · filing Mar 31, 2026
    accounts (Item 5.F.2.f) moved from 461.0 to 2,551.0 (+453.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +6.0% (24 comparable advisers, 100.0th percentile of changes)
    peers: other advisers, $500M to $1B (24) · 100% percentile
  • institutional asset share shiftChange between filings · filing Mar 31, 2026
    institutional share of RAUM moved from 95.0% to 54.0% between the annual amendments of 2025-03-31 and 2026-03-31
    peers: other advisers, $500M to $1B (95)
  • RAUM up 50 %Change between filings · filing Mar 31, 2026
    RAUM (Item 5.F) moved from $130,215,307 to $555,135,985 (+326.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +12.0% (87 comparable advisers, 98.0th percentile of changes)
    peers: other advisers, $500M to $1B (87) · 98% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Financial planning clients · 1-10 to 1-10
    Aug 28, 2026 to Sep 9, 2026
  • Private funds · 4 to unset
    Aug 28, 2026 to Sep 9, 2026
  • Succession · false to unset
    Aug 28, 2026 to Sep 9, 2026
  • Advisory activities · 5 to 7
    Jul 8, 2026 to Aug 28, 2026
  • Advisory employees · 17 to 23
    Mar 31, 2026 to Jul 8, 2026
  • Business name · DIGITAL WEALTH PARTNERS to DIGITAL ASCENSION GROUP - WEALTH
    Mar 31, 2026 to Jul 8, 2026
  • Employees · 26 to 70
    Mar 31, 2026 to Jul 8, 2026
  • State-registered IARs · 17 to 23
    Mar 31, 2026 to Jul 8, 2026
  • Accounts · 1,398 to 2,551
    Nov 11, 2025 to Mar 31, 2026
  • Advisory employees · 7 to 17
    Nov 11, 2025 to Mar 31, 2026
  • Advisory activities · 4 to 5
    Nov 11, 2025 to Mar 31, 2026
  • Corporate clients · 1,158 to 2,165
    Nov 11, 2025 to Mar 31, 2026
  • HNW clients · 235 to 382
    Nov 11, 2025 to Mar 31, 2026
  • Pooled vehicle clients · 5 to 4
    Nov 11, 2025 to Mar 31, 2026
  • Employees · 10 to 26
    Nov 11, 2025 to Mar 31, 2026
  • Financial planning clients · 0 to 1-10
    Nov 11, 2025 to Mar 31, 2026
  • State-registered IARs · 0 to 17
    Nov 11, 2025 to Mar 31, 2026
  • Discretionary RAUM · $589M to $555M
    Nov 11, 2025 to Mar 31, 2026
  • HNW RAUM · $35.8M to $37.1M
    Nov 11, 2025 to Mar 31, 2026
  • Pooled vehicle RAUM · $232M to $219M
    Nov 11, 2025 to Mar 31, 2026
  • RAUM · $589M to $555M
    Nov 11, 2025 to Mar 31, 2026
  • Accounts · 1,082 to 1,398
    Jul 29, 2025 to Nov 11, 2025
  • Corporate clients · 896 to 1,158
    Jul 29, 2025 to Nov 11, 2025
  • HNW clients · 184 to 235
    Jul 29, 2025 to Nov 11, 2025
  • Pooled vehicle clients · 2 to 5
    Jul 29, 2025 to Nov 11, 2025
  • Financial planning clients · 0 to 0
    Jul 29, 2025 to Nov 11, 2025
  • HQ city · to DALLAS
    Jul 29, 2025 to Nov 11, 2025
  • HQ state · to TX
    Jul 29, 2025 to Nov 11, 2025
  • Private funds · 2 to 4
    Jul 29, 2025 to Nov 11, 2025
  • Discretionary RAUM · $368M to $589M
    Jul 29, 2025 to Nov 11, 2025
  • HNW RAUM · $17.5M to $35.8M
    Jul 29, 2025 to Nov 11, 2025
  • Pooled vehicle RAUM · $90.2M to $232M
    Jul 29, 2025 to Nov 11, 2025
  • RAUM · $368M to $589M
    Jul 29, 2025 to Nov 11, 2025
  • Accounts · 461 to 1,082
    Mar 31, 2025 to Jul 29, 2025
  • Advisory employees · 2 to 7
    Mar 31, 2025 to Jul 29, 2025
  • Advisory activities · 3 to 4
    Mar 31, 2025 to Jul 29, 2025
  • Corporate clients · 333 to 896
    Mar 31, 2025 to Jul 29, 2025
  • HNW clients · 43 to 184
    Mar 31, 2025 to Jul 29, 2025
  • Pooled vehicle clients · 0 to 2
    Mar 31, 2025 to Jul 29, 2025
  • Employees · 5 to 10
    Mar 31, 2025 to Jul 29, 2025
Signals
10 dated events
  • Samim Oliveira Syed left Digital Ascension Group - Wealth for Hornor, Townsend & Kent, Llc (registered 2026-06-26)
    Jun 5, 2026 · Advisor changed firm · fact
  • Digital Ascension Group - Wealth reported 17 state-registered advisory representatives, up from 0 (2025-11-11 to 2026-03-31)
    Mar 31, 2026 · Advisor headcount change · derived
  • Digital Ascension Group - Wealth reported RAUM $589.0M, up 60% from $368.0M (2025-07-29 to 2025-11-11)
    Nov 11, 2025 · RAUM change · derived
  • Digital Ascension Group - Wealth reported RAUM $368.0M, up 183% from $130.2M (2025-03-31 to 2025-07-29)
    Jul 29, 2025 · RAUM change · derived
  • Richard Romero Tapia (Chief Compliance Officer) appeared on Schedule A of Digital Ascension Group - Wealth
    Nov 11, 2024 · Control person joined · fact
  • Erin Friez (Coo/Cco) no longer on Schedule A of Digital Ascension Group - Wealth (listed 2024-10-14, absent 2024-11-11)
    Nov 11, 2024 · Control person left · inference
  • Eric Paul Butler left Digital Ascension Group - Wealth for Tactive Advisors, Llc (registered 2024-04-17)
    Aug 19, 2024 · Advisor changed firm · fact
  • Paul Eric Butler (Managing Partner And Chief Compliance Officer) no longer on Schedule A of Digital Ascension Group - Wealth (listed 2024-08-09, absent 2024-08-19)
    Aug 19, 2024 · Control person left · inference
  • Erin Friez (Coo/Cco) appeared on Schedule A of Digital Ascension Group - Wealth
    Aug 19, 2024 · Control person joined · fact
  • Digital Wealth Partners filed its initial SEC registration (Form ADV)
    Oct 11, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/dagwealthreportedpublic record, Form ADV, Sep 17, 2026
Website
dag.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
307-396-0295reportedpublic record, Form ADV, Sep 9, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$26.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026