Key Takeaways
- • Digital Ascension Group (DAG) announced that its SEC-registered investment advisor subsidiary, Digital Wealth Partners LLC, rebranded its digital asset advisory platform as DAG-Wealth, per a GlobeNewswire release dated July 22, 2026.
- • The firm launched DAG Private Client, a new platform offering estate planning, entity structuring, and tax preparation referrals, with both platforms now operating under a single web presence at DAG.com.
- • DAG-Wealth also provides infrastructure that lets Registered Investment Advisors (RIAs) add digital assets to client portfolios without building their own compliance or third-party custody coordination.
- • The changes follow senior hires including CIO Louis Hsu, Chief Product and Strategy Officer Kristen Mirabella, COO Martha Vokes, and CCO Cynthia Jackson, whose backgrounds include Goldman Sachs, BlackRock, Grayscale, Gemini, and U.S. Bank.
Summary
Digital Ascension Group (DAG), headquartered in Dallas, Texas, announced on July 22, 2026 that its SEC-registered investment advisor subsidiary, Digital Wealth Partners LLC, has formally rebranded its digital asset advisory platform as DAG-Wealth. Alongside the rebrand, the firm introduced DAG Private Client, a platform focused on estate planning, entity structuring, tax preparation referrals, and related planning services. Both now operate under a single web presence at DAG.com.
According to the company, DAG-Wealth continues to manage wealth and digital asset investment strategies for clients. It also helps Registered Investment Advisors add digital assets to client portfolios without requiring those advisors to build internal compliance or independent third-party custody coordination infrastructure. DAG Private Client extends the platform into planning work aimed at preserving wealth across generations.
CEO Erin Friez said that investment management, planning, protection, and digital assets have become intertwined for clients, and that the platforms allow the firm to address them in one place rather than requiring clients to coordinate across multiple providers. The release cites BNY's 2025 Global Family Office Study, which found that 74% of respondents have invested in or are exploring digital assets, compared with 39% one year earlier. Max Kahn of DAG Wealth said many advisors can see digital assets appearing in client portfolios but cannot take them on because of operational and compliance workload, and that DAG supplies the infrastructure and oversight to address this.
The rebrand follows a series of senior hires: Chief Investment Officer Louis Hsu, Chief Product and Strategy Officer Kristen Mirabella, Chief Operations Officer Martha Vokes, and Chief Compliance Officer Cynthia Jackson. The release states the team's backgrounds include Goldman Sachs, BlackRock, Grayscale, Gemini, and U.S. Bank. Founders Jake Claver and Max Avery are credited with building the company to integrate investment management, private client services, estate planning, tax coordination, and digital asset expertise under one roof.
According to the company, DAG-Wealth continues to manage wealth and digital asset investment strategies for clients. It also helps Registered Investment Advisors add digital assets to client portfolios without requiring those advisors to build internal compliance or independent third-party custody coordination infrastructure. DAG Private Client extends the platform into planning work aimed at preserving wealth across generations.
CEO Erin Friez said that investment management, planning, protection, and digital assets have become intertwined for clients, and that the platforms allow the firm to address them in one place rather than requiring clients to coordinate across multiple providers. The release cites BNY's 2025 Global Family Office Study, which found that 74% of respondents have invested in or are exploring digital assets, compared with 39% one year earlier. Max Kahn of DAG Wealth said many advisors can see digital assets appearing in client portfolios but cannot take them on because of operational and compliance workload, and that DAG supplies the infrastructure and oversight to address this.
The rebrand follows a series of senior hires: Chief Investment Officer Louis Hsu, Chief Product and Strategy Officer Kristen Mirabella, Chief Operations Officer Martha Vokes, and Chief Compliance Officer Cynthia Jackson. The release states the team's backgrounds include Goldman Sachs, BlackRock, Grayscale, Gemini, and U.S. Bank. Founders Jake Claver and Max Avery are credited with building the company to integrate investment management, private client services, estate planning, tax coordination, and digital asset expertise under one roof.
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