A full wealth management firm built for crypto holders.
DWP is an SEC-registered investment adviser providing portfolio management, qualified custody at Anchorage Digital Bank, and tax-ready reporting for long-term crypto holders.
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✓Qualified custody at Anchorage Digital Bank
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✓Tax-ready reporting
DWP is built for one kind of investor.
If you’re holding a meaningful amount of crypto and any of this sounds familiar, DWP was built for you.
DWP works with long-term holders who want a meaningful position handled with institutional discipline.
A full crypto advisory practice.
DWP acts as a fiduciary to its advisory clients. We are legally obligated to put your interests ahead of our own.
Built specifically for digital asset investors.
Registration with the SEC does not imply a certain level of skill or training.
The custody problem most advisors don’t address.
Even financial advisors who help clients with crypto exposure rarely engage with the operational layer. That’s where the biggest concentration risk lives, and it’s the part DWP was built around.
When your crypto sits on an exchange, you don’t own the asset. You own a claim against the exchange’s database. The exchange holds the keys. In a bankruptcy, that claim sits behind whatever creditors and obligations the exchange has on its books.
Public exchange collapses over the past decade have shown what happens when this structure breaks. Customer assets become claims in bankruptcy proceedings, sometimes recovered years later at a fraction of their original value, sometimes not at all.
Even on a well-run exchange, the structure carries risk you can’t manage:
- !Account freezes during volatility or regulatory action.
- !Withdrawal limits that prevent moving large positions quickly.
- !Security breaches that drain customer funds before insurance kicks in, where insurance exists at all.
- !Cost basis reporting that often doesn’t survive an IRS audit.
- !Slippage and front-running when trying to trade size.
Self-custody fixes the exchange problem and introduces new ones. Hardware wallets get lost or damaged. Heirs can’t access keys. A single mistake on a seed phrase wipes out the position. For most of the people we talk to, doing this properly would be a part-time job they don’t want.
Qualified custody is the third path. It’s the path most institutional crypto holders use.
Our answer: qualified custody at Anchorage Digital.
DWP partners with Anchorage Digital Bank for client custody. Anchorage is a federally chartered digital asset bank regulated by the Office of the Comptroller of the Currency, the same federal regulator that oversees national banks. Anchorage holds a national trust bank charter, granted in 2021.
What that structure provides:
DWP never holds your private keys. We hold investment authority on the account, which lets us execute trades and rebalance on your behalf. The keys stay with Anchorage. Ownership of the assets stays with you.
These controls reduce risk. They don’t eliminate it. Investing in digital assets carries risk, including loss of principal.
What working with DWP looks like.
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01
Intro call
We learn what you hold, where you hold it, and what you're trying to do. We tell you whether DWP is the right fit. If we're not, we say so directly.
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02
Portfolio and custody review
We walk through your current holdings, exchange exposure, wallet setup if any, and existing accounts. You receive a written assessment of where things stand today and what a move to DWP would look like.
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03
Account setup
Your accounts at Anchorage Digital Bank, plus any retirement account structures you need. Your assets, held in your name, segregated and identifiable. We handle the paperwork.
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04
Transfer
We coordinate the in-kind move from your exchange or wallet to the custodian. In most cases this avoids a taxable event. For positions that can't move in-kind, we walk through tax implications before anything sells.
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Ongoing management
Portfolio rebalancing on schedule. Tax-loss harvesting where applicable. Quarterly reporting. Direct advisor access whenever you need it.
A call to talk about your portfolio.
We’ll walk through your current holdings, how DWP would manage them, and whether we’re the right fit. If we’re not, we’ll say so.
Schedule a portfolio review.
Tell us about your holdings. A member of the DWP team will reach out within one business day to schedule a short call.
By submitting, you agree to be contacted by Digital Wealth Partners. We do not share your information with third parties for marketing purposes.
⚠ Security warning. DWP will never request your seed phrase, private keys, or ask you to send cryptocurrency outside of our official onboarding channels. Any communication asking for this is fraudulent. Report it to DWP immediately.
Digital Wealth Partners, LLC 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. DWP acts as a fiduciary with respect to its advisory clients.
Investing in digital assets involves significant risk, including the possible loss of principal. Digital assets are highly volatile and their value can change rapidly. Past performance is not indicative of future results. Strategies discussed may not be suitable for all investors.
Options strategies, where used, carry substantial risk of loss and are not appropriate for every investor. Suitability is reviewed before any options strategy is implemented.
Custody is held by Anchorage Digital Bank, an independent qualified custodian. Insurance coverage at the custodian is subject to the terms, limits, and exclusions of the relevant policy and does not cover all losses.
Tax treatment of digital assets depends on individual circumstances and current law. Consult a qualified tax professional regarding your specific situation.
For a complete description of services, fees, and conflicts of interest, see DWP’s Form ADV Part 2A at digitalwealthpartners.net/legal.