DIGITAL WEALTH PARTNERS
DIGITAL WEALTH PARTNERS LLC Legal Name
Adviser information for DIGITAL WEALTH PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wyoming, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129045 |
|---|---|
| SEC ERA File Number | 801-129045 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328627 |
| Legal Entity Identifier | None |
Principal Office
14713 STONEY CREEK WAYBROOMFIELD
CO
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 225-200-8880, Fax: None
Chief Compliance Officer
ERIC PAUL BUTLER
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
14713 STONEY CREEK WAY
BROOMFIELD
CO
United States
Tel:
225-200-8880
J***@*********************O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Butler, Eric, Paul | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 08/2023 | 25-50% |
| DIGITAL ASCENSION GROUP | Domestic Entity | – | MEMBER | 08/2023 | 50-75% |
| Claver, Jacob, Levi | Individual | – | DIRECTOR | 08/2023 | < 5% |
| Claver, Jacob, Levi | Individual | DIGITAL ASCENSION GROUP | MANAGING MEMBER | 01/2023 | > 75% |