FOR REGISTERED INVESTMENT ADVISERS

Bring your clients’ digital asset holdings back under your advisory relationship.

Sub-advisory access to Anchorage-custodied digital asset portfolios, designed for RIAs who want to expand into the asset class without rebuilding their firm.

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✓Custody by Anchorage Digital
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✓OCC-chartered digital asset bank
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✓Built for the RIA channel

The crypto allocation you aren’t managing is bigger than you think.

Recent industry research on high-net-worth households suggests a meaningful share now hold some form of digital asset exposure, with higher percentages among clients under fifty and among the heirs of HNW relationships.

Take a moment and run the math on your own book.

Illustrative example

If thirty of your hundred top households held $50,000 each in crypto on a retail exchange or in self-custody, the implied figure would be roughly $1.5 million in client assets sitting outside your management.

The advisory fee on that exposure is zero. It doesn’t appear in your rebalancing model, it isn’t factored into tax planning, and it doesn’t show up in estate work. The asset class where many clients arguably need fiduciary input most is the one most likely to be sitting outside their advisory relationship.

The recapture opportunity is already inside your client base. The question is whether your firm is positioned to bring it home.

Disclosure: The example above is hypothetical and provided for educational purposes only. It does not reflect any specific firm’s client data or represent a forecast of actual outcomes.

What’s happening inside your client base right now.

Your clients are making allocation decisions you can't see.

They open Coinbase accounts on their phone, buy near tops, hold through volatility, and often don't mention any of it during quarterly reviews. Then they ask why their net worth moved sideways. Your firm is being held to a planning standard that includes a portfolio it isn't allowed to look at.

The planning conversations around crypto often re-anchor the relationship.

When a client wants real planning around their digital assets, estate questions, tax timing, allocation framework against the rest of the portfolio, they call the firm that can actually help. Those conversations tend to expand into broader planning territory, and the firm that handles them often becomes the primary advisory relationship over time.

Building this in-house is typically an eighteen-month problem.

Custodian selection, compliance buildout, Form ADV amendments, internal training, tax reporting workflow, and at least two new vendor relationships. Many firms get six months into the process before deciding partnering would have been the better path.

How the partnership works.

Digital Wealth Partners gives Registered Investment Advisers a straightforward way to offer digital asset management without restructuring how their firm operates. Your firm holds the client relationship and the planning conversation. We provide the operational layer for the asset class.

Custody Through Anchorage Digital

Client assets are held with Anchorage Digital Bank, a federally chartered digital asset bank under OCC supervision. Sub-accounts are segregated under your firm's master agreement. Assets are held with bankruptcy-remote protections and the insurance arrangements Anchorage maintains as a qualified custodian. This is qualified custody at the bank level, with protection standards that align with what your clients expect from their primary banking relationships.

Managed Portfolios With Defined Methodology

Our model portfolios concentrate on the largest, most established digital assets. The methodology includes position size limits, systematic rebalancing rules, and a defined process for adjusting exposure based on portfolio volatility. Strategies are calibrated to each client's objectives and risk tolerance. Digital assets are highly volatile and may not be suitable for all investors. Past performance does not guarantee future results.

Sub-Advisory Structure That Fits Your Firm

Sub-accounts open under your firm's master agreement. Reporting is structured to flow into your operations team's existing workflow. The onboarding process is designed to work alongside your custodial relationships rather than replace them.

A Team That Has Worked Through Multiple Cycles

Our team has worked through market cycles, exchange failures, and the regulatory developments since. We brief your advisors on positioning, risk framing, and the client questions that tend to come up around this asset class.

Three steps. Roughly six weeks to first allocation.

01
Partnership Setup
Typically 1 to 2 weeks. Sub-advisory agreement, firm-level KYC, and Form ADV considerations reviewed by both compliance teams. Our compliance team works directly with your counsel through the setup so the operational details are clear before the first sub-account opens.
02
Client Identification & Allocation Framework
Typically 1 to 2 weeks. We meet with your senior advisors to map eligible client households and build the allocation framework that fits your firm's investment philosophy. Targets are set per client, based on individual objectives and risk tolerance.
03
Anchorage Onboarding & Active Management
Typically 2 to 3 weeks to first allocation. Sub-accounts open under your firm's master agreement. We handle custody coordination, execution, and ongoing portfolio management. Your firm sees the activity through reporting that flows into your existing client review process.

The economics of saying yes.

AUM you're already managing around can become AUM on your books.

Client crypto sitting outside the advisory relationship doesn't contribute to your firm's fee base. The same assets held through a sub-advisory arrangement do.

Retention that compounds across generations.

Households with digital asset exposure often skew younger or have heirs who do. Holding their crypto allocation can keep you in the planning conversation for the next phase of the family's wealth, not only the current one.

Differentiation that's hard to replicate quickly.

Many RIAs still can't service digital assets through an institutionally custodied solution. Being able to say yes when a prospect asks puts your firm in a smaller group of advisors who can answer the question directly.

A specialist team without a specialist hire.

You get a dedicated digital asset team working alongside your advisors. The structure means you can add capability in the asset class without hiring a specialist in-house, building a new internal department, or waiting on a multi-year buildout to close your own expertise gap.

A fifteen-minute first step.

Book a short walkthrough with a member of our team. We’ll walk you through how the Anchorage custody structure works, what the end-to-end partnership looks like, and how to think about positioning this with the clients on your book who already hold digital assets somewhere else. No pressure on the call. Just the information you need to decide whether this fits your firm.

Book a Walkthrough →

Or reach the team directly at RIA@DigitalWealthPartners.net

Book a walkthrough.

Tell us about your firm. A member of our team will reach out within one business day to schedule a short call.

Important Disclosures

This page is for informational purposes only and should not be considered investment, legal, or tax advice. It does not constitute an offer to buy or sell any securities or financial instruments, nor a recommendation for any investment strategy. All investments involve risk, including potential loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results. The views expressed are subject to change without notice.

The illustrative example referenced regarding hypothetical AUM held outside an advisory relationship is provided for educational purposes only. It is not a representation of any specific firm’s situation, does not reflect actual client data, and should not be relied upon as a forecast of advisory recapture outcomes.

Digital Wealth Partners is a Registered Investment Adviser. Additional information about Digital Wealth Partners is available in our Form ADV Part 2A, available on request or through the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Anchorage Digital Bank is a separate entity. Custody services referenced on this page are provided by Anchorage Digital Bank under its own regulatory framework. Digital Wealth Partners does not provide custody services directly.