# DIGITAL WEALTH PARTNERS LLC

DIGITAL WEALTH PARTNERS LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 328627
- Type: SEC-registered investment adviser
- SEC file number: 801-129045
- Location: 5910 NORTH CENTRAL EXPRESSWAY, SUITE 1450, DALLAS, TX, 75206
- Phone: 307-396-0295
- Latest filing: 2026-07-08
- Regulatory AUM: $555.1M
- Discretionary AUM: $555.1M
- Clients: 70
- Accounts: 2,551

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328627/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328627/similar
- Related entities: https://search.stillhousedata.com/firm/328627/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328627

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.