RIA IntelAdvisersFloridaDIGITAL ASSET INVESTMENT MANAGEMENT, LLC

DIGITAL ASSET INVESTMENT MANAGEMENT, LLC

Advisory

PALM BEACH GARDENS, FL

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in FL
#1,410
of 2,610 advisers by AUM
Average account
$314K
across 255 accounts
AUM per adviser
$40M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM
$80M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$80M
Discretionary AUM$47M
Non-Discretionary AUM$33M
Discretionary %58.8%
Total Clients255
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

INTEGRITAS INVESTMENT GROUP, LLC
PALM BEACH, FL
$80M
LASHLEY WEALTH MANAGEMENT INC.
$80M
CREST INVESTMENT PARTNERS LLC
PALM BEACH, FL
$80M
+0.2% 1Y
CORAL REEF ADVISORS LLC
PONTE VEDRA BEACH, FL
$80M
ASSET MANAGEMENT FINANCIAL SERVICES INC.
CLEARWATER, FL
$79M
FINSER INTERNATIONAL CORPORATION
CORAL GABLES, FL
$79M
-20.7% 1Y

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