Unclaimed Profile

Jacob Levi Claver

DIGITAL WEALTH PARTNERS LLC·DALLAS, Texas

Clean recordDIGITAL WEALTH PARTNERS LLC

9100 JOHN W. CARPENTER FWY, DALLAS, TX 75247CRD# 7820602Firm CRD# 328627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Levi Claver · DALLAS, TX

Registration

CRD #7820602 · DIGITAL WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacob Levi Claver is a registered financial advisor based in DALLAS, Texas, affiliated with DIGITAL WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DIGITAL WEALTH PARTNERS LLC

DIGITAL WEALTH PARTNERS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at DIGITAL WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7820602

Firm CRD# 328627

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Levi Claver offer?

Jacob Levi Claver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Jacob Levi Claver's credentials?

Jacob Levi Claver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Levi Claver located?

Jacob Levi Claver is based in DALLAS, Texas, working with DIGITAL WEALTH PARTNERS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Jacob Levi Claver charge for services?

Jacob Levi Claver's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIGITAL WEALTH PARTNERS LLC?

DIGITAL WEALTH PARTNERS LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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