Digital Asset Investment Management

Financial planning in Palm Beach Gardens, FL

State registeredNo commissions reported

Call (949) 298-7582 Send a message Map ↗

Public-record details

Address: 2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408
Phone: (949) 298-7582
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Digital Asset Investment Management, LLC
CRD number: 294098
Registration: State registered: CA, FL, MA, NJ, NY, OR, PA
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees; Other (Anytime Termination Fee $350, <1 Yr Termination Fee)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $80.0 million
Accounts managed: 255
Clients reported (Form ADV 5.D): 255
Individual / high-net-worth clients: 231 / 24
Employees: 4
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-07

State registered (CA, FL, MA…) investment adviser, CRD 294098, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 294098 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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