DAG

Ted Bean

Head of Operations - Investment Advisory

Ted Bean leads Investment Advisory operations at DAG Wealth, where he focuses on enhancing the end-to-end client and advisor experience and expanding the firm's offerings. He holds a BA and an MBA from the University at Albany and was drawn to DAG Wealth by the chance to help build next-generation, crypto-native investment advisory and wealth management services alongside a team creating innovative digital asset solutions. His prior roles include Director of Product at Digital Asset Research and technical writing positions at Axoni and Advise Technologies, giving him deep experience in product management, operations, process design, project management, and vendor and partner management. A family of strong role models shaped his work ethic, and he connects with clients through problem solving and efficiency improvements. Outside of work he enjoys time with his wife and dog, reading, hiking, crossword puzzles, and the New York Mets. He lives in New York's Hudson Valley region.

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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