DAG Wealth
A full-service wealth management firm built for crypto holders
DAG Wealth provides crypto portfolio management, access to independent qualified custody, reporting, retirement account support, and ongoing advisory for long-term digital asset holders who want institutional discipline without managing every custody, compliance, and portfolio decision themselves.
Section 01
Built for investors who want more from their wealth strategy
Whether you're building long-term wealth, managing concentrated digital asset positions, planning for retirement, or coordinating across multiple asset classes, our approach is designed to bring investment management, financial planning, and digital asset expertise together under one roof.
If this sounds like you
- You want professional management for a meaningful investment portfolio.
- You're looking to integrate digital assets into a broader financial plan.
- You want access to retirement account solutions and tax-aware planning.
- You value independent institutional custody and professional oversight.
- You prefer a coordinated approach to wealth management rather than managing everything separately.
- You're holding on an exchange and platform risk bothers you.
- You've thought about self-custody and have legitimate reservations.
Section 02
A full crypto advisory practice
Portfolio management
A model portfolio approach targeting major digital assets with a set allocation policy. Built for long-term investors who want rules-based exposure instead of trying to time the market. SMAs available for clients with specific constraints, liquidity needs, or risk preferences.
Crypto retirement accounts
Crypto exposure inside IRAs, Roth IRAs, and certain other qualified accounts held at custodians that support those structures. Account setup, rollover coordination, and ongoing management included.
Independent vendor custody
Client assets are held securely by our institutional vendor partners, strictly off our balance sheet and entirely separate from retail exchanges.
Options strategies
Options on digital assets are available for clients who pass suitability review. Options carry substantial risk of loss and are not appropriate for every investor.
Fiduciary commitment
DAG Wealth has a fiduciary duty to its clients.
Tax reporting
Trade records and cost basis tracking. Tax documents and statements generated by the independent qualified custodian. Year-end tax packages. Form 1099 coordination where applicable. Less of your time spent reconstructing exchange data at tax season.
Section 03
A thoughtful approach to digital asset storage
How digital assets are held can be just as important as how they are managed. Different custody approaches offer different tradeoffs around security, accessibility, administration, and oversight. Understanding those differences is an important part of building a long-term digital asset strategy.
Exchange-based custody considerations
- Assets are held within the exchange ecosystem
- Access and withdrawal processes are subject to platform policies
- Account features and functionality may vary by provider
- Recordkeeping and reporting capabilities differ across platforms
- Larger positions may require additional execution planning
Self-custody considerations
- Individuals are responsible for safeguarding private keys
- Estate and succession planning require additional preparation
- Recovery options may be limited if credentials are lost
- Security management remains the account owner's responsibility
- Ongoing monitoring and maintenance may be required
Coordinated access to independent qualified custody exclusively through our institutional vendor partners, including federally chartered trust banks.
DAG Wealth partners with independent qualified custodians that provide segregated client accounts, institutional security controls, and independent custody reporting. Clients maintain ownership of their assets while granting investment discretion through a managed advisory relationship. The independent qualified custodian safeguards the assets, while our team focuses on portfolio management, planning, and ongoing advice.
Section 04
What working with DAG Wealth looks like
01
Intro call
We learn what you hold, where you hold it, and what you're trying to do. We tell you whether DAG Wealth is the right fit. If we're not, we say so directly.
02
Portfolio Allocation & Security Architecture Review
A thorough review of your current holdings, exchange exposure, and wallet setup, plus a detailed blueprint of how DAG Wealth seamlessly migrates your portfolio to strictly segregated, institutional vendor custody accounts.
03
Account setup
DAG Wealth facilitates the establishment of segregated accounts directly with our institutional vendor partners, ensuring your digital assets are clearly identifiable and secured by an independent qualified custodian.
04
Managed Asset Transfer
Coordinated in-kind move from your exchange or wallet to the independent qualified custodian.
05
Ongoing Advisory Management
Strategic portfolio re-balancing, tax-aware trade execution, and transparent quarterly reporting. Direct access to the DAG Wealth advisory team for continuous strategy alignment.
Why clients engage
What you actually get
Access to independent qualified custody through independent institutional custodians. Federally chartered trust bank. Segregated accounts.
Separately Managed Accounts for specific situations. Constraints, liquidity needs, and risk preferences accommodated.
Crypto-capable retirement accounts. IRAs and Roth IRAs with independent custodians that support digital assets.
Dedicated advisor. One person who knows your account, your constraints, and your tax situation.
Engagement
Crypto Wealth Management
Fee-based advisory. Schedules vary by service line and account size, disclosed in writing in Form ADV Part 2A before any engagement.
Schedule a Portfolio ReviewNo pooling
Client assets are held with an independent institutional vendor in strictly segregated accounts. As an SEC Registered Investment Advisor, DAG Wealth never holds cryptographic private keys and never custodies assets on its balance sheet.
Questions
Frequently asked
Next step
Institutional discipline. Your name on the account.
Most engagements start with a portfolio review. Where the assets sit. What the policy looks like. Where the coordination gaps live. The recommendation comes after.
Disclosures
DAG (Digital Ascension Group) coordinates family office and wealth management services.
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.
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.