Digital Wealth Partners
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 328627
- SEC number
- 801-129045
- Firm type
- RIA
- Assets under management
- $555.1M as of Mar 31, 2026
- Website
- x.com/dwp_advisors?s=21&t=IsUXROU-0sY2L5w2HIhXWQ ↗
- Phone
- 307-396-0295
- Address
- 5910 North Central Expressway, Dallas, TX, 75206
Advisors at this firm
23 in our index · page 1 of 1
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Jose Louise AmaroCRD 7184243 · Lawrence, NJIA RegisteredRegistration inactive
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Ryan AtchleyCRD 8070495 · Lehi, UTIA RegisteredRegistration inactive
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Aaron Wayne BaileyCRD 7087084 · Vancouver, WAIA Registered
-
Nicholas G BarnettCRD 7194930 · Saint Petersburg, FLIA RegisteredRegistration inactive
-
Brian Kenneth CobbCRD 6692308 · Riverview, FLIA RegisteredRegistration inactive
-
Martin Andrew CarnesCRD 7972189 · Tampa, FLIA Registered
-
Timothy GithensCRD 6146896 · Mesa, AZIA RegisteredRegistration inactive
-
Stefan David GriessCRD 8123116 · Hudsonville, MIIA Registered
-
Cynthia Alexandra JacksonCRD 4237268 · York, SCIA RegisteredRegistration inactive
-
Sebastian JenningsCRD 8091883 · Fort Smith, ARIA Registered
-
Connor MclaughlinCRD 7899523 · Killingworth, CTIA Registered
-
Michelle NelsonCRD 8182481 · Mansfield, TXIA Registered
-
Jennifer Ann O'haraCRD 5953212 · Albrightsville, PAIA RegisteredRegistration inactive
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Tyler M OchsCRD 7168596 · Parrish, FLIA RegisteredRegistration inactive
-
Ashley Nicole PapaCRD 5858844 · Denver, COIA RegisteredRegistration inactive
-
Daniela Alexandra PerniaCRD 6618149 · West Valley, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Joseph SlatteryCRD 7818242 · Denver, COIA Registered
-
Joshua Allen TessarCRD 6733176 · Blacksburg, VAIA RegisteredRegistration inactive
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Thomas TealCRD 7053715 · Anchorage, KYIA RegisteredRegistration inactive
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Letitia Roshelle TroutmanCRD 7313498 · Tool, TXIA RegisteredRegistration inactive
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Matthew Van BussumCRD 5348503 · Ponte Vedra, FLIA RegisteredRegistration inactive
-
Dax K WestlundCRD 5099759 · West Bountiful, UTIA RegisteredRegistration inactive
-
Frederick WeisbrodCRD 8015144 · Katy, TXIA Registered
1–23 of 23
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 328627 ↗
FINRA BrokerCheck record for firm CRD 328627 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.