Digital Wealth, LLC

Digital Wealth, LLC (CRD# 285369) is a financial advisory firm headquartered in Marina Del Rey, CA. They manage $5,810,035 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4712 Admiralty Way, #475, Marina Del Rey, CA 90292
https://twitter.com/digitalwealthla
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $200,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Digital Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laurence Koeppel, financial advisor Los Angeles CA
Laurence I. Koeppel
CRD#: 4454812
Los Angeles, CA

Laurence Koeppel (CRD# 4454812) is an Investment Advisor Representative working at Digital Wealth, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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