Who We Serve
Sub-advisory and infrastructure for RIAs serving crypto-wealthy clients
For advisors whose best clients now hold meaningful digital assets but who don't want to build custody, tax, and compliance infrastructure from scratch. DAG provides the back end; you keep the relationship.
Section 01
Your best clients now hold meaningful crypto. "We don't advise on that" isn't a strategy.
The clients who built their wealth in the last decade hold assets that didn't exist when most advisors' firms were built. The infrastructure to advise on those assets responsibly (custody, structure, tax tooling, compliance) is real work to build, and most firms don't have the volume to justify building it in-house.
The risk is not theoretical. It's a wealth transfer event, an exit, or a referral conversation where the answer "we don't really cover that" loses a multi-generation relationship to a firm that does.
DAG was built to be the answer: the digital-asset specialist your firm partners with rather than the competitor your clients leave for.
Pressure points
The four things firms tell us most often when the conversation starts:
- Top clients are over-allocated to crypto
- Compliance won't approve a self-custody answer
- Building it in-house is a 12–24 month project
- The next-gen heir is asking different questions
Section 02
What DAG offers partner RIAs and MFOs
01
Sub-advisory mandate
DAG Wealth, as SEC Registered Investment Advisor, acts as sub-advisor on the digital-asset portion of the client's portfolio. The primary advisor relationship stays with your firm.
02
Model portfolios
Single-asset and diversified digital-asset models with documented investment policy, rebalancing rules, and reporting.
03
Custody and structure
Institutional custody coordination and (through DAG Private Client) Wyoming Digital Asset LLC structures where the client situation calls for it.
04
Tax infrastructure
Lot-level cost basis tracking and year-end reporting in a format the client's CPA can use without rebuilding.
05
Advisor enablement
Briefings for the client-facing team, talking points, and co-branded client materials so the conversation is consistent.
06
Compliance support
Documentation and disclosures that simplify the path through your firm's compliance review.
Section 03
How the economics work
Three commercial models, each disclosed to the end client in writing.
Model 01
Sub-advisory fee
A negotiated bps fee on the assets under sub-advisory, disclosed in writing to the end client per SEC rules.
Model 02
Project work
Project-scoped engagements (custody migration, IPS authoring, one-time structural work) priced per scope.
Model 03
Referral arrangements
Where appropriate, DAG can take a direct referral on a complete client engagement. All compensation arrangements are disclosed to the end client in writing.
"DAG is the back end. You keep the relationship."
Section 04
How firms typically onboard
Step 01: Firm-to-firm call
Principals from both sides. Scope, client situations, compliance posture, and commercial fit.
Step 02: Diligence
DAG provides ADV, custody documentation, IPS templates, and references. Your compliance team owns the review.
Step 03: Pilot engagement
Most firms start with one or two named client situations rather than a blanket arrangement. The pilot validates fit before scaling.
Step 04: Program rollout
Once the pilot is working, materials, processes, and IC participation expand to firm-wide use.
Questions
Frequently asked
Next step
The first call is principal-to-principal. We'll walk through how a partner engagement would look at your firm and what the compliance path looks like.
DAG Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. DAG Wealth acts as a fiduciary with respect to its advisory clients. Sub-advisory engagements and any related compensation arrangements are disclosed to the end client in writing as required by applicable rules.
DAG (Digital Ascension Group) provides coordination, family-office, and structural services. DAG is not a law firm and does not provide legal advice. DAG is not a CPA firm and does not provide tax advice. Custody of digital assets is held by independent qualified custodians; DAG Wealth does not custody client assets directly.
Investing 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, conflicts of interest, and material business practices are disclosed in Form ADV Part 2A, available on the SEC Investment Adviser Public Disclosure (IAPD) website or on request.
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.