DIGITAL WEALTH PARTNERS LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 328627). Regulatory assets under management: $555.1M.
Compensation: % of AUM, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Max Kahn | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Jacob Levi Claver | CHIEF REVENUE OFFICER; DIRECTOR; MANAGING MEMBER | Canton, TX |
| Max I Kahn | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| Matthew James Snider | CHIEF INVESTMENT OFFICER | — |
| BUTLER DONALD PAUL | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Claver Jacob Levi | DIRECTOR; MANAGING MEMBER | — |
| Friez Erin | COO/CCO | — |
| Tapia Romero Richard | CHIEF COMPLIANCE OFFICER | — |
| Erin Friez | CEO | — |
| Cynthia Alexandra Jackson | CHIEF COMPLIANCE OFFICER | — |
| Louis Hsu | CHIEF INVESTMENT OFFICER | — |
| Edward Bean | HEAD OF OPERATIONS | — |