DAG Wealth

Tim Githens

Investment Advisor

Tim Githens is an Investment Advisor at DAG Wealth, focused exclusively on digital assets. A solution-oriented advisor, he helps clients structure and manage their crypto portfolios through secure custody, compliance, and personalized advisory, working with high-net-worth clients to align their portfolios with long-term financial goals. His day-to-day work spans portfolio structuring, client onboarding, compliance, and promoting secure custody. He holds two Bachelor of Science degrees from Arizona State University, in Finance and in Biomedical Sciences, the Series 7 and 66 along with Life, Health, and Long-Term Care designations, and the DACFP Certified in Blockchain and Digital Assets credential. Tim began his career as an Aviation Operations Specialist in the U.S. Army from 2003 to 2009, serving deployments to Iraq and Afghanistan and executing more than 200 MEDEVAC missions. He then built a career in financial services as a Financial Advisor at Edward Jones and Merrill Lynch, providing retirement planning, investment advice, estate planning, and tax strategies, and later worked as an estate planner and as a financial administration specialist with the Veterans Benefits Administration. That breadth gave him a history of improving systems, training teams, and optimizing workflows, and he brings a strategic, analytical mindset to the fast-moving digital finance space. Known for clear communication, cross-functional collaboration, and a hands-on approach to problem-solving, he now brings that same precision to the decentralized economy.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. 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 independent qualified tax professionals.

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.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). 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.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.