Institutional Custody Access, Advisor Workflows and Integrated Reporting to Help You Offer Client Crypto Exposure with Compliance and Operational Control.
Form ADV
available on request.
Registered investment advisor clients only.
Most RIA infrastructure was not built for digital assets. Client interest in crypto is growing, but most firms still lack the infrastructure, expertise, and compliance support to offer it confidently. That gap pushes assets off platform and puts both client relationships and AUM at risk.
Most advisory firms lack in-house digital asset expertise and portfolio integration experience to serve clients compliantly and confidently.
Existing custody, reporting, and compliance infrastructure was built for traditional securities — not the operational demands of digital assets.
Client demand for digital asset exposure is accelerating — with real risk that assets move elsewhere if advisors cannot serve that need from within the relationship.
Custody, security, compliance, and reporting for digital assets require dedicated specialization that most advisory practices do not have in place.
Digital Wealth Partners provides your firm with a compliant, turnkey way to offer digital assets through institutional grade portfolio management and operations, paired with custody from Anchorage Digital Bank, a third party qualified custodian. This keeps assets under management while meeting your growing client demand for secure digital asset access.
Crypto-Native Expertise Over a decade of experience navigating digital asset market cycles and regulatory evolution — giving your firm access to institutional knowledge without building it from scratch.
Institutional Custody Secure, regulated, insured infrastructure through Anchorage Digital — a federally chartered digital asset bank with segregated accounts and institutional governance controls.
Turnkey Integration Segregated sub-accounts, transparent reporting, and seamless onboarding designed to fit alongside your current advisory stack — not displace it.
Advisor-First Education We equip your team to confidently discuss allocation, risk, and implementation — so your advisors can lead client conversations without relying on outside specialists.
Managed Portfolio Solutions Model strategies, index-based exposure, and systematic rebalancing tailored to client objectives — executed and reported with the rigor your compliance team expects.
We handle the complexity so your team can stay focused on client relationships.
Onboard your firm with DWP through a streamlined process designed to minimize disruption to your existing operations.
Identify clients who are candidates for digital asset exposure and work with our team to determine appropriate allocation targets.
DWP serves as the sub-advisor providing portfolio management and billing management, while digital assets are custodied at a third-party qualified custodian.
Advisors who integrate digital assets thoughtfully and compliantly today will be positioned to lead tomorrow.
Capture assets currently sitting outside your advisory relationship — digital asset demand your clients already have.
Meet client demand for digital asset exposure internally rather than losing clients to crypto-native firms outside your practice.
Stand out in a competitive advisory landscape by offering institutional digital asset capabilities your peers cannot match.
Dedicated digital asset expertise backing your firm at every stage — from initial onboarding through ongoing portfolio management and client reporting.
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Feature
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Digital Wealth Partners
Managed Service
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Crypto ETFs / ETPs
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SaaS Custody Platforms
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|---|---|---|---|
| Operational Lift for RIA | ✓ Low — managed operations, client materials, and support. | ✓ Very low — trade and hold like any ETF. | ✗ High – significant customization required to meet RIA-level requirements. |
| Client Onboarding | ✓ Turnkey onboarding and suitability workflows for RIAs. | ✓ Standard brokerage onboarding | ✗ Platform onboarding required per client; higher friction. |
| Reporting & Statements | ✓ Consolidated, client ready advisor‑branded statements and tax reporting. | ✓ Native brokerage statements | ✗ You must create your own individual client-ready statements |
| Speed to Market | ✓ Rapid launch via white label/subadvisor agreement. | ✓ Immediate; listable product available through brokerages. | ✗ Slow; platform customization, integration, and policy work required. |
| Compliance Burden | ✓ Sub-advisor manages billing and reporting while its custody partners run continuous AML/KYC — all through a streamlined onboarding process. | ◆ RIA maintains fiduciary duty at the portfolio level, with no specialized digital asset oversight support | ✗ RIA must build custody-specific compliance and reporting and retains full fiduciary responsibility for digital asset management and oversight. |
| Custody & Keys | ✓ Clients retain beneficial ownership; custody and key security responsibility rests with the qualified custodian. | ✗ You have no control or access to underlying assets within ETF | ◆ You hold the keys and the liability for key security and protection |
| Spot Crypto Asset Access | ✓ You get direct access to holding spot crypto assets | ✗ Your exposure limited to ETF share price, not the actual digital asset | ✓ You get direct access to holding spot crypto assets |
Digital Wealth Partners brings institutional infrastructure to the RIA market — trusted by high-net-worth individuals, family offices, and investment firms.
Client digital assets are held with Anchorage Digital, a federally chartered digital asset bank, through secure, regulated, and insured infrastructure. Each client maintains a segregated sub-account with institutional governance controls. DWP operates as an SEC-registered investment adviser and does not commingle client assets.
Yes. Digital Wealth Partners is an SEC-registered investment adviser, operating under fiduciary standards designed to ensure transparency, accountability, and alignment with client objectives. Our Form ADV is available on request and provides full disclosure of our advisory services, fees, and regulatory information. Request Form ADV.
DWP operates as your sub-adviser for the digital asset allocation. Your firm retains the primary advisory relationship with clients. We handle custody, execution, reporting, and ongoing management for the crypto sleeve — integrating transparently with your existing workflows through segregated sub-accounts and seamless onboarding.
DWP's compliance framework includes fiduciary oversight, digital asset-specific risk management, institutional due diligence processes, qualified custody and asset protection controls, and SEC-aligned operational infrastructure covering trade oversight, vendor due diligence, written supervisory procedures, client reporting standards, and marketing communications oversight.
No. DWP does not make performance guarantees or promises of specific investment returns. Digital assets involve substantial risk, including risk of loss of principal. Any metrics referenced on this page are sourced from DWP documentation. Past performance is not indicative of future results. Please review all disclosures before making any investment decisions.
Subject to policy terms, exclusions, and limits; insurance does not protect against market losses.
Help advisors access the $2T+ global digital asset market without disrupting your existing business model or adding operational burden.
available on request. Registered investment advisor clients only.
Your information is used solely to confirm your appointment. We do not sell or share your data.