DAG Wealth coordinates crypto and traditional portfolio management, access to independent qualified custody, separately managed accounts, retirement and lending strategies, and tax-aware financial planning for investors whose wealth no longer fits inside a traditional advisory model.
You might own stocks, real estate, business interests, retirement accounts, and digital assets. The advice for each piece often comes from a different person. A traditional advisor who doesn't touch crypto. A friend with crypto experience who has no fiduciary duty. A CPA tracking taxable events only after they happen. An estate attorney unfamiliar with wallet access.
Each piece may make sense on its own. However, without coordinated oversight, risk, liquidity, taxes, and reporting drift apart.
DAG Wealth runs the investment side of DAG. DAG Wealth is the SEC Registered Investment Advisor of DAG, responsible for portfolios, independent custody coordination, and the financial planning that connects the trading account to the trust, the LLC, and the tax filings. One client team managing your complete financial picture.
Eleven service lines under one advisory engagement, organized into four groups.
Organized into four groups. Each line is its own service, but they share documentation, reporting, and a single client team, and custody and reporting are not afterthoughts in any of them.
“One team, one plan behind your digital asset strategy.”
Investment policy documented up front. Allocation set against a defined risk tolerance, time horizon, and liquidity need. Rebalancing happens against the policy, not against the news cycle. Cost basis tracked at the lot level so tax decisions are real options instead of guesses.
Client assets are held at a federally chartered digital asset bank, not on DAG's balance sheet and not on an exchange.
Your name on the account. Not pooled with other clients. Bankruptcy-remote.
Custodian holds keys. DAG co-signs. The client signs. No 'send us your coins' model.
BTC, ETH, XRP, XLM, HBAR, QNT and more, over 100 supported assets under one independent custody charter, spanning digital and traditional assets.
The portfolio sits inside whatever Wyoming LLC, trust, or IRA structure makes sense for your plan.
Anchorage Digital is the only federally chartered digital asset bank in the US. In April 2025, BlackRock added Anchorage Digital as a custodian for its iShares Bitcoin Trust ETF.
Source: iShares Bitcoin Trust ETF Form 8-K, April 7, 2025.$500,000 in assets under management, the equivalent in digital assets, or 50,000 XRP. We built this threshold so that our team can dedicate the time and attention each client deserves while keeping the relationship accessible to a meaningful number of crypto-native households.
DAG Wealth is fee-only. We do not receive commissions or revenue sharing from product providers. Our fiduciary duty, as required by the Investment Advisers Act, is to act in your best interest.
Client assets are held at a federally chartered digital asset bank, not on DAG's balance sheet and not on an exchange. We coordinate custody through independent qualified custodians, ensuring your assets are segregated and bankruptcy-remote.
Yes. One advisory relationship manages both your digital and traditional assets. Stocks, bonds, real estate, private equity, and crypto are coordinated under a single investment policy and client team.
We work directly with your CPA and attorney to align tax planning, estate structure, and reporting. DAG Private Client coordinates the structural side, while we manage the investment side. All documentation and reporting are shared with your permission.
Yes. Each service line can be engaged independently. However, the greatest value comes from coordinated oversight across portfolio management, custody, tax planning, and estate structure.
Portfolio recommendations come after, not before.
Where the assets actually are. What the goals actually look like. Where the gaps in the current coordination are. The investment recommendations follow the conversation.
Speak directly with our team.
A short conversation is the best way to understand whether we're a fit. Share a little about your situation and a senior advisor will respond personally.