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| Digital Wealth Partners LLC
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|---|---|
| CRD # | 328627 |
| SEC # | 801-129045 |
| CIK # | 0002046537, 0001947212 |
| AUM | 555.1 M (2026-03-31) |
| Employees | 26 (65% Investors, 0% Brokers) |
| Phone | 307-396-0295 |
| Address | 5910 North Central Expressway Dallas, TX 75206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | DWPM Prime Growth Fund I LP | [2025-09-15] | 52.7 M | |
| Other | DWPM Tactical Income Fund I LP | [2025-09-15] | 102.9 M | |
| Other | DWPM Digital Asset Growth Fund I LP | [2025-07-29] | 26.9 M | |
| Other | DWPM Digital Asset Income Fund I LP | 2025-07-29 | 37.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 382 | 37.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 219.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,165 | 298.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,551 | 555.1 |
| By Discretionary | ||
| Discretionary | 2,551 | 555.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,551 | 555.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 38.0 | |
| United States Persons | 517.1 | |
| Total | 2,551 | 555.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jacob Claver | 26 | 2 | ||
| Digital Wealth Partners LLC | 4 | 2 | ||
| Digital Family Office LLC | 4 | 2 | ||
| Digital Wealth Partners Management LLC | 4 | 2 | ||
| Matthew Snider | 4 | 2 | ||
| Max Kahn | 4 | 2 | ||
| Rick Tapia | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001947212] | |
| D | [0002046537] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Premier Wealth Advisors LLC
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TN | 555.0 M |
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555.0 M | |
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Kercheville Advisors LLC
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TX | 554.7 M |
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Prairie Advisory LLC
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KS | 554.3 M |