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Ryan Atchley

DIGITAL ASCENSION GROUP - WEALTH
Lehi, UT
·CRD# 8070495·2 years experience

Professional Summary

Ryan Atchley is a registered financial advisor currently at DIGITAL ASCENSION GROUP - WEALTH located in Lehi, Utah. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ryan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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

2 years in the financial services industry

Current & Past Employments

Current

DIGITAL ASCENSION GROUP - WEALTHCurrent·CRD# 328627
RIA
2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048
November 12, 2025 - Present

Past

MML INVESTORS SERVICES, LLCPast·CRD# 10409
RIA
Lehi, UT
May 16, 2025 - October 14, 2025
MML INVESTORS SERVICES, LLCPast·CRD# 10409
BD
Lehi, UT
April 22, 2025 - October 14, 2025

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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.

NAME: RYAN ATCHLEY INV REL: Y ADDRESS: 2901 WEST BLUE GRASS BLVD SUITE 320 LEHI UT 84043 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 4/7/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DI, LTC, FIXED ANNUITIES AND HEALTH

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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
California
(1/22/2026)
IAR
North Carolina
(1/22/2026)
IAR
Ohio
(1/23/2026)
IAR
Utah
(11/12/2025)
IAR
Washington
(1/22/2026)
IAR
Wyoming
(1/22/2026)

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 May 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Atchley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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