Crypto Wealth Management & Digital Asset Custody
Digital Wealth Partners serves as a crypto wealth management and digital asset advisory firm. They focus on crypto investors, family offices, high-net-worth individuals, and registered investment advisors. The company delivers customized investment solutions in cryptocurrencies, blockchain assets, and alternative investments. Experts at the firm create bespoke strategies that align with client risk profiles and long-term goals for preservation and growth. They manage active portfolios with secure custody, including institutional-level options, and offer access to curated, exclusive opportunities through their network. Clients receive education from credentialed professionals on cryptocurrency trends, innovative strategies, and the overall digital asset space. The firm prioritizes robust security measures, regulatory compliance, transparent communication, and a client-centric approach with white glove treatment. As fiduciaries, they guide users through complex decisions like portfolio transfers and provide high-performance solutions for modern investors at any stage of their journey in crypto investing.
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Min project size
$100,000+
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Dallas, TX
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Year founded
Founded 2024
1 Locations
- Dallas , TX
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Our Story
Our team combines credentialed advisors (CFA, CFP, CAIA) with deep experience in cryptocurrency portfolio management, institutional digital asset custody, and traditional wealth management. We bring backgrounds spanning RIA firms, institutional asset management, and regulatory compliance. As fiduciaries, we align every recommendation with your financial objectives, guiding our approach to digital asset allocation, risk management, and long-term wealth preservation.
What Sets Us Apart
Fiduciary-First Approach
We operate as registered fiduciaries, meaning every recommendation prioritizes your financial goals. No commissions, no proprietary products to push. Your interests drive every decision we make in digital asset allocation and portfolio strategy.Institutional-Grade Security
We provide access to qualified custodians and institutional-level custody solutions that protect your digital assets with the same standards used by hedge funds and family offices. Multi-signature protocols, cold storage, and comprehensive insurance coverage come standard.White Glove Service with Real Expertise
Our credentialed advisors (CFA, CFP, CAIA) deliver personalized guidance through every stage of your crypto investment journey. From portfolio construction to tax planning and estate considerations, you work directly with professionals who understand both traditional wealth management and the digitaLocations (1)
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