Tyler M. Ochs

DIGITAL WEALTH PARTNERS

Parrish, FL

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CRD#: 7168596

Professional summary

Tyler M Ochs, who also goes by Tyler Michael Ochs, Tyler Ochs, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Parrish, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tyler has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Michael Ochs | Tyler Ochs

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.

Lunar Capital LLC Type of business: Finance Mt. Pleasant, SC Start date: 9/15/2021 Founding Partner Hours per week: 0 Hours during trading: 0 Lunar Capital LLC was founded solely to invest in crypto currencies. Rental Property Palm Harbor, FL Start date: 1/31/2025 Home Owner Hours per week: 0 Hours during trading: 0 This is a rental property that is occupied by a tenant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler M Ochs'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

November 9, 2025 - Present

DIGITAL WEALTH PARTNERS

RIA

CRD#: 328627

Parrish, FL

Past

February 3, 2025 - October 30, 2025

EDWARD JONES

RIA

CRD#: 250

LAKEWOOD RANCH, FL

Past

January 31, 2025 - October 30, 2025

EDWARD JONES

CRD#: 250

LAKEWOOD RANCH, FL

Past

June 15, 2022 - January 28, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

Tampa, FL

Past

January 29, 2020 - June 13, 2022

EDWARD JONES

RIA

CRD#: 250

DALLAS, TX

Past

January 1, 2020 - June 13, 2022

EDWARD JONES

CRD#: 250

DALLAS, TX

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".

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

Texas
(11/9/2025)

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

State Security Law Exam

IAR

Series 66

Date: 3/19/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/22/2019

Securities Industry Essentials Examination

Current Firm

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

SEC notice filing (52 States and Territories)

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 Accounts	1,398
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.

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Advisor Monitoring

Firm Stability Insights

Tyler M. Ochs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler M Ochs's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

FISHER INVESTMENTS

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

DIGITAL WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2025

Series 7TO

Date: 12/30/2019

SIE

Date: 1/22/2019

Current Firm

DIGITAL WEALTH PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIGITAL WEALTH PARTNERS

TRUST BUT VERIFY

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