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| Happy Holidays!! thanks for using AUM13F!! |
| Digital Wealth Partners LLC
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| CRD # | 328627 |
| SEC # | 801-129045 |
| CIK # | 0001947212, 0002046537 |
| AUM | $368.0 M (2025-07-29) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 307-396-0295 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | DWPM Digital Asset Growth Fund I LP | [2025-07-29] | 0.0 | 40.9 |
| Other | DWPM Digital Asset Income Fund I LP | 2025-07-29 | 49.3 |
| 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) | 184 | 17.5 |
| (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 | 2 | 90.2 |
| (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 | 896 | 260.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,082 | 368.0 |
| By Discretionary | ||
| Discretionary | 1,082 | 368.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,082 | 368.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.5 | |
| United States Persons | 356.5 | |
| Total | 1,082 | 368.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jacob Claver | 16 | ||
| Digital Wealth Partners LLC | 2 | ||
| Rick Tapia | 2 | ||
| Digital Family Office LLC | 2 | ||
| Digital Wealth Partners Management LLC | 2 | ||
| Matthew Snider | 2 | ||
| Max Kahn | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001947212] | |
| D | [0002046537] |
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