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 March 31, 2026, reports $555M in regulatory assets under management, 26 employees, and 2,551 accounts.
Assets Under Management
$555M
Employees
26
Offices
--
Total Clients
2,551
Primary office
DALLAS, TX
5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 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 March 31, 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 Employees26
Clients per Employee98:1
10Y Employee Change+24 (+1200.0%)
* 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.