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.
The RIA industry was not built for digital assets. Client interest in crypto is growing, but the industry still lacks the infrastructure and compliance support that RIA's need to offer it confidently.
Advisors in the digital asset space can benefit from industry experts with portfolio integration experience given the ever-changing nature of these securities.
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 - advisors need a foundation that can support their portfolio growth.
Custody, security, compliance and reporting for digital assets require dedicated specialization to keep up with the complexity of the constantly changing environment.
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.
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 | ✗ RIA must create 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 Anchorage Digital runs continuous AML/KYC — all through a streamlined onboarding process | ◆ RIA maintains fiduciary duty regardless of how digital assets are maintained | ✗ RIA must build custody-specific compliance and reporting for digital asset management and oversight |
| Custody & Keys | ✓ Clients retain beneficial ownership; custody and key security responsibility rests with the qualified custodian Anchorage Digital | ✗ No control or access to underlying assets within ETF | ◆ RIA holds the keys and the liability |
| Spot Crypto Asset Access | ✓ Direct access to holding spot crypto assets | ✗ Exposure limited to ETF share price, not the actual digital asset | ✓ 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.
As of 03/2026
By 2031
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 the 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 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.
Investing in digital assets involves significant risk, including the potential loss of principal. Digital assets are speculative, highly volatile investments subject to evolving regulatory frameworks, market liquidity constraints, operational risks, cybersecurity risks, and valuation uncertainty. Regulatory treatment by U.S. and non‑U.S. authorities remains unsettled and may materially impact the value, liquidity, and legality of such assets. Investors should be prepared to lose some or all their invested capital. Clients should carefully consider their risk tolerance prior to making any investment decisions. Client suitability for digital asset investments is assessed through a documented process considering financial situation, investment objectives, and risk tolerance. All advisory fees, custody fees, and any other compensation received by DWP or its Affiliates will be fully disclosed to clients prior to engagement. DWP maintains policies to identify and mitigate conflicts of interest. Any material conflicts will be disclosed to clients in writing, in accordance with regulatory requirements.
Your information is used solely to confirm your appointment. We do not sell or share your data.