Investment adviser · CRD 328627

DIGITAL ASCENSION GROUP - WEALTH

Investment adviser filing (IA)

DIGITAL WEALTH PARTNERS LLC

DALLAS, TX, United States · Form ADV filed Sep 17, 2026

Regulatory AUM
$555M
Form ADV · Item 5.F
Client accounts
2,551
Accounts, not individual clients
Employees
70
Reported in this filing
Advisory professionals
23
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businesses2,165$298,569,34153.8%
Pooled investment vehicles4$219,440,78639.5%
High-net-worth individuals382$37,125,8586.7%
Filing source

Form ADV 2132698 · Sep 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DWPM TACTICAL INCOME FUND I LPOther Private Fund · Last reported Sep 17, 2026$103MGross asset value

Form D fundraising filings

DWPM Tactical Income Fund I LP

Fund administrator SECURITIZE FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC PRINCETON, New Jersey, United States
Custodian ANCHORAGE DIGITAL BANK NEW YORK, New York, United States Related to adviser: No
Custodian ZODIA LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-6254816383
Reported beneficial owners
440
Minimum commitment
$50K
Form D file number
021-555937

Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DWPM PRIME GROWTH FUND I LPOther Private Fund · Last reported Sep 17, 2026$52.7MGross asset value

Form D fundraising filings

DWPM Prime Growth Fund I LP

Fund administrator SECURITIZE FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC PRINCETON, New Jersey, United States
Custodian ANCHORAGE DIGITAL BANK NEW YORK, New York, United States Related to adviser: No
Custodian CEFFU DUBAI, United Arab Emirates Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-6719735348
Reported beneficial owners
287
Minimum commitment
$50K
Form D file number
021-555936

Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DWPM DIGITAL ASSET INCOME FUND I LPOther Private Fund · Last reported Sep 17, 2026$37MGross asset value
Fund administrator SECURITIZE FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC PRINCETON, New Jersey, United States
Custodian ANCHORAGE DIGITAL BANK NEW YORK, New York, United States Related to adviser: No
Custodian CEFFU DUBAI, United Arab Emirates Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-3107536738
Reported beneficial owners
9
Minimum commitment
$50K
Form D file number
021-54309

Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DWPM DIGITAL ASSET GROWTH FUND I LPOther Private Fund · Last reported Sep 17, 2026$26.9MGross asset value

Form D fundraising filings

DWPM Digital Asset Growth Fund I LP

Fund administrator SECURITIZE FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC PRINCETON, New Jersey, United States
Custodian ANCHORAGE DIGITAL BANK NEW YORK, New York, United States Related to adviser: No
Custodian CEFFU DUBAI, United Arab Emirates Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-7987991834
Reported beneficial owners
96
Minimum commitment
$50K
Form D file number
021-543091

Form ADV 2132698 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450
DALLAS, TX, 75206, United States

CRD 328627

Filing source

Form ADV 2132698 · Sep 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.