A complete list of active advisors currently associated with Digital Wealth, LLC

Warmer can help you find a great advisor at Digital Wealth, LLC or one who fits your needs even better.

Digital Wealth, LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals, advising on stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. The firm manages roughly $7.2 million for about 15 clients and recommends institutional custodians such as SEI Private Trust Company (with Capital Group/American Funds used for certain legacy accounts). The firm’s investment approach is grounded in modern portfolio theory and primarily emphasizes passive, asset-allocation strategies implemented with index mutual funds and ETFs, periodic rebalancing, and discretionary trading authority. Financial planning is offered through a range of engagement types—comprehensive retainers, project-based work, and hourly engagements—and plans are tailored to each client’s goals, risk tolerance, tax considerations, and estate planning needs. What distinguishes this firm from many peers is its regular provision of educational workshops and paid speaking engagements for organizations and the public, presented as purely educational and not tied to product sales. The adviser holds CFP® credentials and a DACFP Certificate in Blockchain and Digital Assets and integrates digital planning tools (an online personal financial manager and a secure electronic document vault) into its planning services.

To learn more about the advisors currently working at Digital Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Larry Koeppel	Manhattan Beach, CA	24

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