DAG Wealth

Max Kahn

CEO Advisory / DAG Wealth

(Source: DAG Wealth website.) Max Kahn is the Chief Executive Officer of DAG Wealth. With over a decade of experience in financial services and business strategy, Max specializes in guiding institutions and individuals through the evolving digital asset landscape. He focuses on portfolio management, operational optimization, and the development of investment products. Before joining DAG Wealth, Max served as Director of Strategy at Digital Asset Research and at YieldX, where he led institutional partnerships, product launches, and oversaw compliance processes. His earlier roles include Director of Futures Operations at National Securities Corporation, where he optimized investment platforms and enhanced risk management. Over the course of his career, Max has managed retail and institutional client portfolios. He also contributes to thought leadership on digital asset strategies and has helped launch new indexes and financial solutions. He is a licensed securities professional.

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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