Legal/Disclosures
Disclosures
Investing in digital assets carries substantial risk and may result in the loss of principal. The information on this page is general in nature and is not personalized investment, legal, or tax advice.
General disclosure
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. Investment advisory services are offered exclusively through its affiliate, DAG Wealth, an SEC-Registered Investment Adviser. Administrative and support services are provided by DAG Private Clients. Insurance products and services are offered through Xure Insurance or its affiliates.
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.
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.
No offer or solicitation
Nothing on this site constitutes an offer to sell, or the solicitation of an offer to buy, any security or service. Information is provided for general educational purposes only and should not be relied on as investment, legal, or tax advice.
Digital asset risk
Investing in digital assets and strategies involving digital assets involves substantial risk, including but not limited to: extreme price volatility and the potential for significant or total loss of principal; cybersecurity, hacking, theft, and custody risks (including risks related to qualified custodians and private key management); regulatory, legal, and tax uncertainty; illiquidity; and the possibility that such investments may not be suitable for all investors. Digital asset markets have historically experienced drawdowns. Past performance is not indicative of future results. All investments involve risk of loss.
Third-party content
Links to third-party websites are provided for convenience and do not constitute an endorsement. DAG is not responsible for the accuracy, completeness, or content of any third-party site.
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 available through DAG Wealth. Digital Wealth Partners LLC (CRD No. 328627) is an SEC Registered Investment Advisor. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration with the SEC does not imply a particular level of skill or training.
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. The information on this page is for general educational purposes and is not legal or tax advice.