Digital Wealth Partners Reviews

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Edited by: Amanda Futrell
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About Digital Wealth Partners

Digital Wealth Partners is a U.S.-based registered investment advisor (RIA) specializing in digital assets, including cryptocurrencies and blockchain-based alternatives. It provides customized investment strategies, secure digital-asset storage and personalized advisory services for high-net-worth individuals, family offices and partnering RIAs. The firm blends traditional wealth-management practices with crypto expertise.

Pros
  • Secure digital asset custody
  • Custom investment strategies
  • Transparent fee structure
  • RIA partnership options
  • Education-focused advising
Cons
  • $1,000 onboarding fee
  • $500,000 minimum investment
  • Limited fee details
  • Charges performance-based fees
  • Limited to high-net-worth crypto investors

What is Digital Wealth Partners?

Digital Wealth Partners (DWP) is a fee-only registered investment advisor (RIA), meaning it earns revenue solely from client fees rather than commissions. It specializes in managing digital-asset (cryptocurrency and blockchain-native) portfolios and alternative investment strategies.

The firm serves high-net-worth individuals, family offices and RIAs seeking to integrate crypto and alternative assets into their wealth management frameworks.

How does Digital Wealth Partners work?

Digital Wealth Partners’ services begin with an onboarding process. Clients pay a one-time onboarding fee of $1,000, which covers consultations, account setup and strategy development.

After onboarding, DWP provides tailored digital-asset management through customized portfolios, curated alternative-asset opportunities, and ongoing education and advisory services.

For RIAs, DWP offers three partnership models:

  • Subadvisory relationship: DWP manages the digital-asset portion of a client’s portfolio while the RIA retains the client relationship.
  • Referral partnership with assets under management fee sharing: RIAs can refer clients to DWP and receive a share of management fees under a tiered assets-under-management (AUM) structure.
  • Limited-partner access: Clients of outside RIAs can invest in DWP-managed digital-asset funds, such as income, growth or venture strategies.

Because DWP invests in digital assets, clients’ portfolios remain exposed to the volatility of the cryptocurrency market as a whole.

DWP clients receive regular portfolio reviews, transparent reporting and ongoing education via the firm’s secure online portal.

Digital Wealth Partners products

Digital Wealth Partners offers the following products and services:

  • Digital asset custody: Secure, regulated storage for digital assets through qualified custodians
  • Digital asset management: Active portfolio management of cryptocurrencies and blockchain assets, tailored to the client’s risk profile
  • Alternative investment opportunities: Access to curated digital-asset funds and other alternative investments
  • Customized investment solutions: Bespoke strategy development aligned with client goals, risk tolerance and investment time frame
  • Education and advice: Ongoing education and advisory services to help clients understand digital-asset trends, markets and risks

Digital Wealth Partners pricing

DWP’s cost structure includes a one-time onboarding fee of $1,000 required at the start of the client engagement. Following onboarding, clients pay advisory fees based on AUM and, in some cases, performance-based fees for clients who meet the requirements set by the Securities and Exchange Commission (SEC).

Fixed planning fees may also apply, depending on the service scope. Since fee structures vary across clients, no standard flat pricing schedule is publicly available beyond the onboarding fee. If you’re interested in working with DWP, ask for the client agreement to find out full pricing details.

Digital Wealth Partners FAQ

What assets does Digital Wealth Partners offer?

Digital Wealth Partners offers portfolios and custody for cryptocurrencies and blockchain-native assets, including major assets such as Bitcoin, Ethereum, XRP and potentially newer tokens, depending on your risk profile. DWP doesn’t currently offer gold or other precious metal investments.

Where does Digital Wealth Partners store my digital assets?

Digital Wealth Partners uses institutional-grade custody solutions for digital assets, with multiple security layers, insurance coverage and practices that meet current regulatory standards to protect holdings and manage access.

How long does it take to set up an IRA with Digital Wealth Partners?

Digital Wealth Partners usually takes one to two weeks to set up an account and another week to transition assets into institutional custody, so expect the process to take at least two to three weeks.

However, the company doesn’t specify how long it takes for a portfolio to become fully active. For a more accurate timeline, you’ll need to contact the company directly.

Can I purchase gold online with Digital Wealth Partners?

Not at this time. As of publication, Digital Wealth Partners only handles cryptocurrency.

Is Digital Wealth Partners legit?

Yes, Digital Wealth Partners is a legitimate registered investment advisory firm. DWP operates under SEC registration (#801-129045) as of November 2023. It follows fiduciary standards, meaning it’s required to act in its clients’ best interests. The company provides clear disclosures about its fees and services and uses institutional-grade security to manage and store digital assets.

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Digital Wealth Partners Reviews

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    Staff

    Reviewed Dec. 7, 2025

    In the Digital Asset sector, no other group has the innovation, capabilities and expertise as Digital Wealth Partners. I was blown away by the professionalism, expedience and personal experience I recently received during my onboarding process. Digital Wealth Partners contains anything and everything you would need regarding crypto-assets with a high degree of security. They offer a variety of services and products as well as Institutional Custody through Anchorage Digital Bank. I feel overwhelmingly secure and confident in this space now that I have chosen to do my business with DWP. My Financial Advisor is extremely responsive and very patiently answers my questions with thorough knowledge of this new industry. He was also very clear regarding my needs and financial well-being taking top priority. I can sleep much easier at night now knowing that Digital Wealth Partners is managing and safeguarding my financial future!

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    StaffTransparency

    Reviewed Dec. 6, 2025

    Digital Wealth Partners has been outstanding from start to finish. The onboarding was smooth, clear, and highly professional. They helped me structure my accounts correctly and set up institutional custody with Anchorage Digital, which provides far more security than any retail exchange ever did. Their managed digital-asset funds are well-structured and transparent, and the reporting is easy to follow. My Financial Advisor has been exceptionally knowledgeable, responsive, and genuinely invested in my long-term goals. DWP delivers the guidance and professionalism you’d expect from a top wealth-management firm, but it is tailored specifically to digital assets and is highly recommended.

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      StaffRates

      Reviewed Dec. 6, 2025

      Digital Wealth Partners, the pioneer of wealth management and wealth preservation for retail investors holding cryptocurrency, is not just an organization that offers investment products and custodial storage for digital assets. It’s way more than that. It’s a company founded on moral principles that provides immense value, exceptional service, and prioritizes the best interests of its clients. I was given personal attention and made to feel taken care of by everyone involved at DWP, unlike large investment firms where you are just a number. They do it exceptionally well and they do it with integrity! I cannot speak highly enough about Digital Wealth Partners and I am confident that I will be working with them for a very long time. In my opinion they deserve 10 stars!

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      Customer ServicePunctuality & SpeedStaff

      Reviewed Dec. 6, 2025

      Digital Wealth Partners (DWP) provides access to qualified custody at Anchorage Digital, along with fiduciary investment advisory and products as the leading edge RIA for digital assets. Their services are critical to my needs of storing digital assets securely in institutional-grade custody and participating in regulated strategies for earning returns on digital assets. Getting onboarded was simple to do remotely, taking about 3 weeks from start to finish. My DWP investment adviser is responsive and prompt, returning my email within 1-2 hours. They're doing what no other RIA firm is doing! I am incredibly impressed by the DWP team all around and would highly recommend them. Thank you, DWP!

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      PricePunctuality & SpeedTransparencyHonesty & Transparency

      Reviewed Dec. 6, 2025

      First off don't let the title fool you. They have been nothing but transparent and honest. The reason I titled it "Growing Pains" is because they've grown so fast in AUMs that scaling has been an issue. That being said instead of ghosting you they've been honest about it and are doing their best to remedy their current situation. Keep in mind there is no one and I mean absolutely no one in the digital asset space that offers the services they offer. Just the institutional custody is worth it alone. You have to remember they've built this from the ground up. The owners built it for themselves and now they're sharing it with others. A selfless act IMHO. So there you have it. BTW I never give 5 star reviews. It's not them. It's a me thingy.

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      Customer ServiceStaff

      Reviewed Dec. 7, 2025

      Highly Recommend DWP, I have been working with them for over 4 months now. My advisor (Tim) is always on it and has responded to and executed transactions over the weekend going above and beyond for me and my needs. So happy to have my funds in institutional custody and a wealth partner who actually cares. (Very rare these days).

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      Customer ServicePunctuality & SpeedStaff

      Reviewed Dec. 6, 2025

      I had a great experience getting on board. I was assigned an advisor who was easy to connect by using his calendar and selecting an appointment time. He continues to provide ongoing support to buy more assets. I don't think he takes a day off because he called me on a weekend in response to an email I sent. Very pleased and I recommend anyone who wants peace of mind and great service to use DWP.

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      Customer ServicePunctuality & SpeedStaff

      Reviewed Dec. 6, 2025

      I've been a client of Digital Wealth Partners since early June 2025. They have consistently gone above and beyond to ensure there are no problems with my account or the holding they manage. I have received emails early mornings and on weekends many times. They always have a sense of urgency when deadlines matter. I would highly recommend using them to custody and advise on your digital assets. Solid group of professionals. Absolute A+.

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      Customer ServicePunctuality & SpeedStaffEase of Use

      Reviewed Dec. 6, 2025

      As a new client, I was pleasantly surprised to see how quick DWP responds to me when I reach out. Their onboarding process was smooth and easy to navigate... and when I have questions, Joe has been super helpful in getting me the information I needed.

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      Customer ServiceStaffRates

      Reviewed Dec. 6, 2025

      My experience with DWP has been exceptional! I onboarded with DWP because of my gut feeling about Jake Claver whose popularity has grown at an exponential rate on YouTube. If you are strong in your discernment you will understand why! Customer service has been excellent to date! DWP is first of its kind, giving solid investment opportunities to both accredited and non accredited investors! If you are not accredited you won’t find another opportunity like it! Highly recommend!

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      Digital Wealth Partners Company Information

      Company Name:
      Digital Wealth Partners
      Address:
      9100 John W. Carpenter Freeway
      City:
      Dallas
      State/Province:
      TX
      Postal Code:
      75247
      Country:
      United States
      Website:
      www.digitalwealthpartners.net