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Matthew Van Bussum

DIGITAL ASCENSION GROUP - WEALTH
Ponte Vedra, FL
·CRD# 5348503·19 years experience

Professional Summary

Matthew Van Bussum, who also goes by Matthew P Van Bussum, Matthew Philip Van Bussum, is a registered financial advisor currently at DIGITAL ASCENSION GROUP - WEALTH located in Ponte Vedra, Florida. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew P Van Bussum, Matthew Philip Van Bussum

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

Current

DIGITAL ASCENSION GROUP - WEALTHCurrent·CRD# 328627
RIA
Ponte Vedra, FL
March 31, 2026 - Present

Past

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Jacksonville, FL
May 30, 2013 - February 27, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Jacksonville, FL
May 29, 2013 - February 27, 2024
STRATEGIC ADVISERS LLCPast·CRD# 104555
RIA
Jacksonville, FL
November 10, 2010 - May 20, 2013
FIDELITY BROKERAGE SERVICES LLCPast·CRD# 7784
BD
Jacksonville, FL
April 7, 2008 - May 17, 2013
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Jacksonville, FL
July 4, 2007 - September 24, 2007

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Current Firm

DA
DIGITAL ASCENSION GROUP - WEALTH

DIGITAL ASCENSION GROUP - WEALTH | DIGITAL WEALTH PARTNERS LLC | DIGITAL WEALTH PARTNERS

CRD#: 328627 / SEC#: 801-129045
RIA
Registered Investment Advisory firm - SEC (11/9/2023 Approved)

Contact Information

Main Address

5910 North Central Expressway Suite 1450, Dallas, TX 75206

Phone Number

(307) 396-0295

# of Employees

70

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAG WEALTH FORM ADV PART 2A BROCHURE OCT 6, 2026 (10/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,551

AUM (Assets Under Management)

$555,135,985

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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.

I*102686 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MVEM LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PONTE VEDRA, FLORIDA 32081 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 30 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: E COMMERCE BUSINESS. BUYING AND THEN RESELLING ITEMS LIKE ELECTRONICS, HOUSEHOLD ITEMS ETC.

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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".
DA
DIGITAL ASCENSION GROUP - WEALTH

DIGITAL ASCENSION GROUP - WEALTH | DIGITAL WEALTH PARTNERS LLC | DIGITAL WEALTH PARTNERS

CRD#: 328627 / SEC#: 801-129045
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Florida
(3/31/2026)

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 66 — Uniform Combined State Law Examination

Passed Nov 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2007About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Van Bussum's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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