DAG Wealth

Matt Van Bussum

Investment Advisor

Matt Van Bussum is a Financial Advisor with Digital Ascension Group, bringing more than 15 years of experience across wealth management, advisory, and financial services operations. He began his career at Fidelity Investments as a Relationship Manager, where he earned his Series 7 and 66 licenses, advised clients on workplace and retirement plans, and managed a book of more than 800 clients. He then spent over a decade at Bank of America Merrill Lynch in roles of increasing scope, serving as a Financial Advisor building financial plans aligned to clients' goals and risk profiles, then as a Performance Manager coaching teams and driving strategy across assigned territories, and finally as a Business Consultant developing comprehensive project plans, defining scope and deliverables, and identifying and mitigating risk. He holds an MBA in Finance and Financial Management from Nova Southeastern University and a bachelor's degree from Florida State University. Matt pairs hands-on advisory experience with a project- and process-oriented mindset, which he now applies to helping clients navigate digital asset wealth management.

Compliance

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.

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