Dax K Westlund
Professional Summary
Dax K Westlund, who also goes by Dax Kirk Westlund, Dax Westlund, is a registered financial advisor currently at DIGITAL ASCENSION GROUP - WEALTH located in West Bountiful, Utah. Dax is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Dax has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dax Kirk Westlund, Dax Westlund
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
DIGITAL ASCENSION GROUP - WEALTH | DIGITAL WEALTH PARTNERS LLC | DIGITAL WEALTH PARTNERS
Contact Information
Main Address
5910 North Central Expressway Suite 1450, Dallas, TX 75206Phone Number
(307) 396-0295# of Employees
70SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,551AUM (Assets Under Management)
$555,135,985Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DIGITAL ASCENSION GROUP - WEALTH | DIGITAL WEALTH PARTNERS LLC | DIGITAL WEALTH PARTNERS
State Registrations and Notice Filings
(3/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Dax K Westlund's CRS (Customer Relationship Summary).
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