DAG

DAG Wealth

One advisory relationship for digital and traditional wealth.

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.

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SEC Registered Investment AdvisorAccess to Independent Qualified Custody SolutionsDigital and Traditional AssetsStandard minimum: $500,000 or 50,000 XRPEleven service lines, one engagement
DAG Wealth

Most investors hold more than market portfolios.

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.

What DAG Wealth covers

Eleven service lines under one advisory engagement.

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.

Investment management

05
  • Crypto wealth management
  • Traditional investment management
  • Portfolio management (public, private, digital)
  • SMA strategies
  • Bitcoin Core Plus SMA

Independent custody & infrastructure

02
  • Digital asset custody coordination
  • Crypto-backed lending

Planning

03
  • Retirement accounts & managed crypto IRAs
  • Proactive tax planning
  • Charitable financial planning

Sub-advisory

01
  • RIA sub-advisory: digital asset capability for other advisors, with independent custody, reporting, and compliance integration.

How DAG Wealth thinks about portfolios

We don't chase narratives. We build disciplined, risk-managed portfolios.

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.

01

Access to independent qualified custody

Client assets are held at a federally chartered digital asset bank, not on DAG's balance sheet and not on an exchange.

02

Segregated accounts

Your name on the account. Not pooled with other clients. Bankruptcy-remote.

03

Multi-signature controls

Custodian holds keys. DAG co-signs. The client signs. No 'send us your coins' model.

04

Multi-asset coverage

BTC, ETH, XRP, XLM, HBAR, QNT and more, over 100 supported assets under one independent custody charter, spanning digital and traditional assets.

05

Coordination with structure

The portfolio sits inside whatever Wyoming LLC, trust, or IRA structure makes sense for your plan.

Where DAG Wealth fits

The five-element architecture for crypto-wealthy families.

DAG Wealth runs element one (independent custody coordination) and element five (the wealth team) directly. Elements two through four are coordinated with DAG Private Client and external counsel where required.

01

Access to independent qualified custody

At a federally chartered bank.

Organized by DAG Wealth

02

Wyoming LLC titling

Drafted around private-key control.

03

Trust ownership

A trust that owns the LLC.

04

Outside Tax & CPA coordination

Lot-level basis, fork treatment, planning.

05

Wealth team

Built for continuity across generations.

Organized by DAG Wealth

Benefits

What an engagement actually delivers.

One advisory relationship

Stocks, bonds, real estate, private credit, and crypto on a single client team. No referrals out for the core stack.

SEC-registered fiduciary

Fiduciary duty governs every recommendation. Conflicts disclosed in Form ADV Part 2A.

Tax-aware trading

Rebalances coordinated with potential tax implications in mind to avoid unnecessary taxable events.

Reporting for the way you owe taxes

Cost basis at the lot level. Fork and airdrop treatment. Year-end tax packages built by independent experts to actually file.

One team, one plan behind your digital asset strategy.

Stat

$500Kminimum

Or the equivalent in digital assets, or 50,000 XRP.

Did you know

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.

FAQ

Common questions about DAG Wealth.

Start with an investment policy review

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.

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Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.