DAG Wealth Announces New Partnership Models for RIAs to Access Digital Asset Expertise

DAG Wealth (DAG Wealth), a provider of digital asset investment solutions, announces the launch of partnership models designed for Registered Investment Advisors (RIAs). Responding to increasing client interest in digital assets, DAG Wealth has developed collaboration options that align with the goals, capabilities, and regulatory considerations of advisory firms.

Partnership Models for RIAs

DAG Wealth offers three primary collaboration approaches for RIAs:

• Sub-Advisory Relationship: DAG Wealth manages a digital asset sleeve or portfolio on a sub-advisory basis. The partnered RIA maintains the client relationship, while DAG Wealth provides investment management and strategy execution. This model allows RIAs to incorporate digital asset exposure without internalizing digital asset management.
• Referral Relationship with AUM Fee Sharing: RIAs may refer clients to DAG Wealth and may be eligible for a revenue-sharing arrangement based on a tiered Assets Under Management (AUM) fee structure, subject to applicable regulations. DAG Wealth manages client onboarding, custody, and portfolio management.
• Limited Partner (LP) Access to Funds: Clients of outside RIAs may be eligible to allocate to DAG Wealth-managed digital asset fund strategies, such as income, growth, or venture funds as limited partners. Referring RIAs retain visibility into their clients’ allocations and can use DAG Wealth's infrastructure and reporting resources.

Secure Custody Solutions

DAG Wealth works with partner organizations to provide custody solutions for digital assets including Bitcoin, ETH, XRP, XLM, AVAX, and others. Clients are able to receive digital asset insurance coverage and institutional-grade security protocols, supporting a compliant custody framework for digital assets.

Benefits for RIAs and Their Clients

These partnership models allow RIAs to integrate digital asset solutions into their existing practices in a way that supports regulatory alignment. By partnering with DAG Wealth, RIAs can respond to evolving client demand for digital assets while potentially enhancing their service offerings and revenue opportunities.

“At DAG Wealth, we aim to support RIAs entering the digital asset space with solutions that align with their specific needs,” said Matthew Snider, CIO at DAG Wealth. “Through our partnership options and secure custody infrastructure, we provide the expertise that enables RIAs to remain focused on their clients while we handle the complexities of digital asset investing.”

Market Response

As investor interest in digital assets continues to grow, RIAs are increasingly seeking trusted partners to guide them through this evolving market. DAG Wealth’ approach is designed to help RIAs meet growing client demand for digital asset solutions by providing tools, education, and infrastructure.

Disclaimer

This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Investments in digital assets are subject to risk, including the potential loss of principal. Eligibility for certain services and investment strategies may be subject to regulatory requirements and approval. DAG Wealth is an SEC-registered investment advisor. Registration does not imply any specific level of skill or training. The funds described herein are offered under Regulation D Rule 506(c) and are available only to verified accredited investors.

Frequently Asked Questions

What partnership models does DAG Wealth offer to registered investment advisers?

DAG Wealth provides three primary partnership options for advisory firms. In a sub-advisory relationship, DAG Wealth manages digital asset portfolios while the RIA maintains the client relationship. In a referral relationship, RIAs can refer clients and may receive tiered fee sharing. In the limited partner model, eligible clients gain access to DAG Wealth fund strategies while referring RIAs retain visibility into client allocations.

How does DAG Wealth handle digital asset custody and security for RIA clients?

DAG Wealth works with partner organizations to provide custody solutions for digital assets such as Bitcoin, ETH, XRP, XLM, and AVAX. Under this framework, clients are able to receive institutional-grade security protocols and digital asset insurance coverage, supporting a compliant custody structure for advisory firms and their clients.

Who is eligible to invest in DAG Wealth fund strategies through an RIA?

Clients of outside RIAs may allocate to DAG Wealth fund strategies, including income, growth, or venture funds, as limited partners. These funds are offered under Regulation D Rule 506(c) and are available exclusively to verified accredited investors, subject to applicable regulatory requirements and approvals.

How does the sub-advisory model work for RIAs partnering with DAG Wealth?

Under the sub-advisory model, DAG Wealth manages a digital asset sleeve or portfolio while the partnered RIA preserves the direct client relationship. DAG Wealth handles the investment management and strategy execution, enabling advisory firms to offer digital asset exposure to their clients without having to manage digital assets internally.