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JS

Joseph Slattery

DIGITAL WEALTH PARTNERS
DENVER, CO
Some features on this profile are disabled
CRD#: 7818242
JS

Professional summary

Joseph Slattery is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Denver, Colorado.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joseph has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1) NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2679 MAIN ST, SUITE 252, LITTLETON, CO | START DATE: 10/25/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 5 | DESCRIPTION OF DUTIES: MANAGING EXISTING CLIENT POLICIES 2) NAME OF ACTIVITY COLORADO CANNABINOIDS LLC | INVESTMENT RELATED: NO | DBA NAME COLORADO CANNIBINOIDS, LLC | POSITION HELD: OWNER | ADDRESS: 4884 RALEIGH ST, DENVER, CO 80212 | START DATE: 10/25/2023 | NATURE OF ACTIVITY: E-COMMERCE BUSINESS, HEMP ONLY PRODUCTS | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: FULFILLING ORDERS AND MANAGING SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Slattery'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

July 29, 2025 - Present

DIGITAL WEALTH PARTNERS

RIA
CRD#: 328627
DENVER, CO
Past

January 26, 2024 - July 16, 2025

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
LITTLETON, CO

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
Colorado
(7/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/23/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/26/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/27/2024
Securities Industry Essentials 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#: 328627Denver, CO

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