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DW

Dax K. Westlund

DIGITAL WEALTH PARTNERS
West Bountiful, UT
Some features on this profile are disabled
CRD#: 5099759
DW

Professional summary

Dax K Westlund, who also goes by Dax Kirk Westlund, Dax Westlund, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dax Kirk Westlund | Dax Westlund

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dax K Westlund's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 30, 2026 - Present

DIGITAL WEALTH PARTNERS

RIA
CRD#: 328627
West Bountiful, UT
Past

May 16, 2023 - June 4, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Sandy, UT
Past

January 23, 2023 - June 4, 2025

MORGAN STANLEY

BD
CRD#: 149777
Sandy, UT
Past

September 16, 2022 - September 5, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
SANDY, UT
Past

September 16, 2022 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SANDY, UT
Past

January 6, 2022 - August 25, 2022

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
WEST BOUNTIFUL, UT
Past

January 5, 2022 - August 25, 2022

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

June 14, 2021 - December 23, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

June 14, 2021 - December 23, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 17, 2019 - November 30, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

April 15, 2019 - November 27, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

April 16, 2018 - October 25, 2018

EDWARD JONES

RIA
CRD#: 250
CENTERVILLE, UT
Past

April 16, 2018 - October 25, 2018

EDWARD JONES

BD
CRD#: 250
CENTERVILLE, UT
Past

January 15, 2015 - February 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

January 15, 2015 - February 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

January 15, 2013 - January 27, 2015

MORGAN STANLEY

RIA
CRD#: 149777
SOUTH JORDAN, UT
Past

January 14, 2013 - January 27, 2015

MORGAN STANLEY

BD
CRD#: 149777
SOUTH JORDAN, UT
Past

July 12, 2011 - December 14, 2012

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

January 7, 2011 - December 14, 2012

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SANDY, UT
Past

May 5, 2010 - October 26, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SALT LAKE CITY, UT
Past

October 11, 2007 - October 6, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LAYTON, UT
Past

February 27, 2006 - October 5, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
RIVERTON, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DIGITAL WEALTH PARTNERS
DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA
Registered Investment Advisory firm - (11/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(3/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/27/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/24/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DW
DIGITAL WEALTH PARTNERS
DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA
Registered Investment Advisory firm - (11/9/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5910 North Central Expressway Suite 1450, Dallas, TX 75206
Mailing Address
Phone number
(307) 396-0295
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DIGITAL WEALTH PARTNERS NOVEMBER 2025 (11/11/2025)

Regulatory assets under management

Total Number of Accounts1,398
AUM (Assets Under Management)$ 588,961,725

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIGITAL WEALTH PARTNERS

CRD#: 328627West Bountiful, UT

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