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Firm profile

Digital Ascension Group - Wealth

DALLAS, TXCRD 328627Registration Status: ApprovedEffective since November 9, 2023Latest ADV August 28, 2026

Digital Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated July 8, 2026, reports $555M in regulatory assets under management, 70 employees, and 2,551 accounts.

Assets Under Management
$555M
Employees
70
Offices
--
Total Clients
2,551
Primary office
DALLAS, TX
5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOErin Friez
CCOCynthia A. Jackson
CIOLouis Hsu

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentCorporations represent 84.9% of total clients.
Top client categories% of clientsClients
1
Corporations
84.9%
2,165
2
HNWI
15.0%
382
3
Pooled Investment Vehicles
0.2%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$555Mas of August 28, 2026
Discretionary100.0%
$555M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$555M
Total Accounts2,551
10Y AUM Change+$555M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees70
Clients per Employee36:1
10Y Employee Change+68 (+3400.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.