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Digital Wealth Partners Reviews

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About Digital Wealth Partners

Digital Wealth Partners (DWP) 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 corporations, high-net-worth individuals and more. The firm blends traditional wealth management practices with crypto expertise.

Visit www.digitalwealthpartners.net
Pros
  • Secure digital asset custody
  • Custom investment strategies
  • Transparent fee structure
  • Education-focused advising
Cons
  • $1,000 non-refundable onboarding fee
  • $500,000 minimum investment for digital asset portfolio management
  • Charges performance-based fees

Gold and other precious metal IRAs are an investment and carry risk. Consumers should be alert to claims that customers can make a lot of money in these or any investment with little risk. As with any investment, you can lose money and past performance is not a guarantee of future performance results. Consumers should also obtain a clear understanding of the fees associated with any investment before agreeing to invest.

What is Digital Wealth Partners?

Digital Wealth Partners is a registered investment advisor (RIA) that specializes in managing digital asset (cryptocurrency and blockchain-native) portfolios and alternative investment strategies.

The firm serves individuals, high-net-worth individuals, corporations, business entities and private investment funds 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 non-refundable onboarding fee of $1,000, which covers consultations, account setup, strategy development and administrative processing.

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 publishes most of its fees in its firm brochure and client relationship summary documents, which are available on its legal page. Its cost structure includes a non-refundable onboarding fee of $1,000, which is required at the start of the client engagement.

Following onboarding, clients pay advisory fees based on AUM and, in some cases, performance-based fees (equal to 20% of the profits) for clients who meet the requirements set by the Securities and Exchange Commission (SEC). There’s a minimum monthly fee of $100 for digital asset management, but there’s no minimum fee for traditional assets.

For digital assets under management, annual AUM fees are:

  • $5 million or less: 2.00%
  • Above $5 million but less than $10 million: 0.50%
  • Over $10 million: 0.40%

For traditional assets under management, annual AUM fees are:

  • $5 million or less: 0.75%
  • Above $5 million but less than $10 million: 0.50%
  • Over $10 million: 0.40%

Fixed financial planning fees may also apply, depending on the service scope. This fee ranges from $5,000 to $25,000, depending on the work involved. The fee is waived for clients with $1 million or more under management.

Other fees not outlined above may apply. If you’re interested in working with DWP, it’s best to contact it for more information on its full pricing.

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 and Ethereum, 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 individual retirement account (IRA) 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?

You can’t purchase gold online with Digital Wealth Partners at this time. Digital Wealth Partners currently only handles cryptocurrency.

Still have questions?

Is Digital Wealth Partners legit?

Yes, Digital Wealth Partners is a legitimate registered investment advisory firm. DWP operates under SEC registration (#801-129045). 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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    Reviewed July 9, 2026

    The owner of this company has two other companies in which he generates revenue from. They can’t even answer basic questions about manpower without becoming hostile with you, defaming your character and flat out being deceptive. I would strongly recommend against doing business with this company.

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    Contract & TermsCoveragePrice

    Reviewed May 18, 2026

    Small time investor but had enough to join this company. Lots of talk about not paying them on top of your investment. Paying to join? Ok, I get that. Paying an advisory fee monthly for zero advising has cost me over $2000 over a few months. They continually saying they are working on something that will cover the fees, but it still hasn't happened. I withdrew my assets to save these fees. They kept charging me after I withdrew my assets due to prorations. Whatever! I'd find somewhere else to put your assets. Horrible experience!!

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      Staff

      Reviewed Jan. 15, 2026

      I’ve been working with Digital Wealth Partners for the past eight months, and my experience has been consistently excellent. From the beginning, the onboarding process was smooth, professional, and easy to understand. The team is extremely knowledgeable and takes the time to explain everything clearly, which has given me a strong sense of confidence and security in the digital asset space. My advisor is responsive, patient, and genuinely focused on my financial goals and long-term well-being. I never feel rushed or pressured, and all of my questions are answered thoroughly. Knowing that my assets are managed with a high level of care and security allows me to feel at ease and confident about my financial future. I highly recommend Digital Wealth Partners to anyone looking for a trustworthy, professional, and client-focused firm.

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      Customer ServicePunctuality & Speed

      Reviewed Jan. 14, 2026

      Great to do business with. Look forward to the future of being a part of their clientele. Time will tell but my experience so far has been great. Emails and calls returned quickly. Questions answered completely and always set at ease after communication.

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      Staff

      Reviewed Jan. 14, 2026

      Super grateful for Jake's team. They are personable and professional and truly are getting better by each passing month. I love how they teach as we grow and we grow at different paces. My personal financial advisor Tom really cares and gives solid advice, love that perk. Some of us are more seasoned investors than others and Jake and Max keeps us all united with their weekly town meetings. I have gone to two live events and have met quality, kind and smart people...I grew up in Silicon Valley so know when they are in the room. I also know that I have a lot to learn but that's when you know you're in the right place. So many insights. Thanks DWP!!

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      Customer ServiceCoverageStaffRates

      Reviewed Jan. 12, 2026

      Digital Wealth Partners has been a game-changer for managing my digital assets and overall wealth. As someone with significant crypto holdings, I spent years searching for a true fiduciary advisor who truly understands the space — and DWP delivers exactly that. Their team (especially my advisor) provides thoughtful, personalized strategies that blend crypto with traditional investments, always keeping my long-term goals, tax situation, and risk tolerance in mind. The onboarding process was surprisingly smooth and professional, with clear communication every step of the way.

      What stands out most is their institutional-grade custody (through trusted partners), top-tier security, and genuine focus on preservation and growth rather than chasing short-term hype. I finally have peace of mind knowing my assets are protected, insured, and managed by experts who act in my best interest. I highly recommend Digital Wealth Partners. They've exceeded every expectation — truly the best experience I've had with any financial firm.

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      PricePunctuality & SpeedStaffRates

      Reviewed Jan. 12, 2026

      I was thinking as we turned the corner from 2025 to 2026 how blessed I am to have DWP on my team. Everyone who is striving to be a client with DWP can expect to have prompt service when assigned a DWP Advisor who manages your funds in your best interest. In 2026 as we head towards price appreciation they know your personal situation and will act promptly to pivot and execute the plan you’ve shared with them. Always a pressure touching base that things are on track. Being able to monitor your investments via the online tools is also great! I rest easier at night knowing they’ve got my back. Thank you DWP Team!

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      Customer ServiceStaffHonesty & Transparency

      Reviewed Jan. 12, 2026

      I have been thoroughly impressed with the level of professionalism, communication, class, style of business, and overall standard DWP has provided to me. They have raised the bar. My advisor is honest and blunt with me as I’ve asked him to be and I greatly appreciate the level of knowledge and skill he brings to managing my portfolio. I don’t feel like a number. I feel treated like a high-class client. Questions and concerns are clearly addressed and satisfied with facts from all parties involved in a timely manner.

      The breadth of network connections DWP has and is further creating is unmatched to anywhere else if found. A convenient one-stop-shop for all client needs. I can’t share enough in gratitude for all DWP continues to do for me and helping my wife and I build our legacy. I have no greater confidence found anywhere else outside of DWP. I would greatly recommend them to anyone looking to build their financial future.

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      Staff

      Reviewed Jan. 11, 2026

      Digital Wealth Partners were attentive to my questions surrounding custody of my crypto portfolio. They explained my options and their products and services in a clear way that is easy to understand. I would definitely recommend them to anyone else considering their services.

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      Staff

      Reviewed Jan. 11, 2026

      DWP is a very knowledgeable and professional. I’m lucky to have found them and finally have peace of mind. I listen to all the Town Halls and YouTube’s put on by Jake Claver and his team and have learned so much. I highly recommend them!

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      Reviewed Dec. 21, 2025

      I’ve been with DWP since its launch. There’s no other place that gives me a sense of security for my digital assets. I look forward to a nice long relationship. I’m also looking forward to all the cool services coming soon.

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      Customer ServiceStaff

      Reviewed Dec. 21, 2025

      One of the Best decisions I’ve made letting Digital Wealth Partners handle the Custody of my Digital assets.. not only do they provide great customer service. Whenever I needed them to handle other problems like handling margin calls they jumped right into handling my situation.. My financial Advisor Sebastian and the other Advisors are very knowledgeable and proficient in giving sound financial advice. Can’t thank you guys enough.

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      Reviewed Dec. 21, 2025

      DWP service has been very good. I like the innovation and the way their fees are structured. They make money when you make money. Excited about the products they are working on and soon to be released.

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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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      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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      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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      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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      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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      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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      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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      Staff

      Reviewed Dec. 6, 2025

      Digital Wealth Partners has been nothing short of transformative and extraordinary! I cannot commend Tim ** enough for his professionalism and knowledge. From the very first conversation, the DWP team demonstrated expertise, genuine care, and an almost uncanny ability to translate complex financial strategies into clear, personalized action. What truly sets them apart is the depth of the relationship—they don’t just manage wealth, they partner in building it with unwavering integrity and foresight. I describe DWP in a word: exceptional. I couldn’t recommend them more highly!

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      Reviewed Dec. 6, 2025

      Onboarding with DWP was simple. Security and verification of documents was handled with two factor authentication. I am not usually comfortable handling things online but this process was seamless!!!

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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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      Punctuality & SpeedStaff

      Reviewed Dec. 6, 2025

      Grateful to be here. Onboadred in 2024. The onboarding process was quick and easy. I now have a new advisor and he's much more attentive than my first guy. Shout out to Sebastian! He's definitely one of the good ones!!

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      Staff

      Reviewed Dec. 6, 2025

      My experience has been wonderful. I am so very grateful for this team. This team truly cares about your assets, along with you and your family’s wellbeing. Hard working and sincere group. Highly recommended.

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      Refunds & PayoutsMaintenance

      Reviewed Dec. 6, 2025

      Have been with DWP for almost 3 years now, before they were even DWP. They are the most ground breaking digital asset investment company out there. Very thankful to be a client of theirs! Started out as just a custody client to custody my digital assets and have now transitioned to putting those assets to work while in custody as a participant in their income fund which has given me enough returns to pay my custody fees and have profit left over to buy more digital assets to add to my portfolio.

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      Digital Wealth Partners Company Information

      Company Name:
      Digital Wealth Partners
      Address:
      5910 N. Central Expressway, Ste. 1450
      City:
      Dallas
      State/Province:
      TX
      Postal Code:
      75206
      Country:
      United States
      Website:
      www.digitalwealthpartners.net