Digital Ascension Group

Digital Ascension Group (DAG) is a private wealth management firm and multi-service platform tailored to digital asset holders, family offices, and institutional advisors. Investment advisory services operate through DAG Wealth, the business name of Digital Wealth Partners LLC, an SEC-Registered Investment Adviser (CRD No. 328627). The wider organization integrates asset management with legal entity design, estate planning, and insurance strategies.

Leadership and organization

The firm operates under parent entity DAG Holdings Co, with executive presence in Miami and Dallas. Digital Ascension Group is led by Chief Executive Officer Erin Friez, alongside Chairman Jake Claver, Chief Business Development Officer Max Avery, and Chief Operating Officer Martha Vokes, who stepped into the role in May 2026. Investment leadership includes Chief Investment Officer Louis Hsu and Chief Compliance Officer Robert Gagnon. Rather than relying on disconnected referral networks, DAG maintains in-house advisory teams covering portfolio design and estate coordination.

Product structure and advisory operations

DAG organizes its services across four main divisions: DAG Wealth, DAG Private Client, DAG Insurance, and Institutional Solutions. For managed portfolios, the firm coordinates third-party qualified custodians rather than holding client funds directly. DAG manages digital holdings across major networks like Bitcoin and networks supporting non-custodial delegation such as Flare, Songbird, and XDC. Product offerings include an institutional Bitcoin Separately Managed Account (SMA) platform launched in June 2026, alongside specialized Growth and Income funds and retirement solutions designed for large token holders, including XRP investors. DAG Private Client coordinates with independent attorneys to draft Wyoming LLCs and asset protection trusts.

Fees and access

Advisory fees depend on portfolio size, entity complexity, and the scope of planning services. DAG discloses specific investment advisory fee schedules in writing prior to client engagements via Form ADV Part 2A filings with the SEC. Services cater primarily to accredited investors and independent RIAs seeking digital asset sub-advisory partnerships within the United States.

Operational risks and considerations

Engaging a crypto wealth manager involves structural trade-offs. While DAG uses independent qualified custodians to protect assets, digital assets remain exposed to significant market volatility and regulatory developments. Legal wrappers like Wyoming LLCs and private trusts reduce probate frictions and liability exposure, but they do not eliminate federal tax liabilities or offer universal creditor protection. Non-custodial delegation and protocol rewards on networks like Flare or Songbird also carry underlying smart contract and data-provider performance risks.