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DP

Daniela A. Pernia

DIGITAL WEALTH PARTNERS
West Valley, UT
Some features on this profile are disabled
CRD#: 6618149
DP

Professional summary

Daniela Alexandra Pernia, who also goes by Daniela A Horton, Daniela Alexandra Horton, Daniela Pernia, Daniela A Pernia-cortez, Daniela Alexandra Pernia-cortez, Daniela A Pernia, Daniela Alexand Pernia, Daniela Alexandra Pernia, Daniela Alexand Pernia Cortez, Daniela Alexandra Pernia Cortez, Daniela Pernia Cortez, Daniela Alexandra Watkins, Daniela Watkins, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in West Valley, Utah.

Daniela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniela has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniela A Horton | Daniela Alexandra Horton | Daniela Pernia | Daniela A Pernia-Cortez | Daniela Alexandra Pernia-Cortez | Daniela A Pernia | Daniela Alexand Pernia | Daniela Alexandra Pernia | Daniela Alexand Pernia Cortez | Daniela Alexandra Pernia Cortez | Daniela Pernia Cortez | Daniela Alexandra Watkins | Daniela Watkins

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 Daniela Alexandra Pernia'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

December 16, 2025 - Present

DIGITAL WEALTH PARTNERS

RIA
CRD#: 328627
West Valley, UT
Past

October 9, 2024 - February 24, 2025

MORGAN STANLEY

RIA
CRD#: 149777
SOUTH JORDAN, UT
Past

October 9, 2024 - February 24, 2025

MORGAN STANLEY

BD
CRD#: 149777
SOUTH JORDAN, UT
Past

February 2, 2024 - August 30, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SALT LAKE CITY, UT
Past

January 17, 2024 - August 30, 2024

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SALT LAKE CITY, UT
Past

October 25, 2021 - July 31, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SALT LAKE CITY, UT
Past

October 22, 2021 - July 31, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SALT LAKE CITY, UT
Past

March 18, 2019 - September 28, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

February 19, 2019 - September 23, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

June 7, 2018 - January 17, 2019

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SANDY, 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
New York
(12/18/2025)
IAR
Utah
(12/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/2018
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: 6/7/2018
General Securities 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)
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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 Valley, UT

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