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- Custodian
- American Funds · Capital Group · SEI
- Clients
- Retail
- Platforms
- ElementEagle +more
- Established Date
- 11-16-2016
- Office Locations
- 1
Office Locations
About Digital Wealth, LLC
Digital Wealth, LLC is a Los Angeles-based financial planning and investment management firm focused on tech professionals. The team builds goals-based plans covering cash flow and net worth, employee benefits, equity compensation (RSUs/ISOs/ESPPs), retirement, and coordinated tax, insurance, and estate planning. Clients can work virtually or in person and access a digital personal financial website with a secure document vault; investments are viewed via the SEI investor portal.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAURENCE IAN KOEPPEL
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4454812
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,207,245 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,207,245 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,207,245
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $753,163,011 | 22.6% |
| Cash | $2,579,416,682 | 77.4% |
| Total | $3,332,579,693 | 100.0% |