Investment adviser · CRD 316240
DIGITALWEALTH
Investment adviser filing (IA)
DIGITALWEALTH COMPANY
MIAMI, FL, United States · Form ADV filed Aug 6, 2021
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 35 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $60,000,000 | 48.7% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $41,000,000 | 33.3% |
| Other clients | Fewer than 5 | $8,000,000 | 6.5% |
| Charities | Fewer than 5 | $7,000,000 | 5.7% |
| High-net-worth individuals | Fewer than 5 | $3,500,000 | 2.8% |
| Other investment advisers | Fewer than 5 | $3,100,000 | 2.5% |
| Individuals | Fewer than 5 | $500,000 | 0.4% |
Filing source
Form ADV 1557657 · Aug 6, 2021 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 6, 2021. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
218 NORTH WEST 24TH STREETMIAMI, FL, 33127, United States
CRD 316240
Filing source
Form ADV 1557657 · Aug 6, 2021 · 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.