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Ryan Atchley

DIGITAL WEALTH PARTNERS
Lehi, UT 84048
CRD#: 8070495
Some features on this profile are disabled
RA
Ryan AtchleyDIGITAL WEALTH PARTNERS

Professional summary

Ryan Atchley is a registered financial advisor currently at DIGITAL WEALTH PARTNERS 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.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Atchley'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 12, 2025 - Present

DIGITAL WEALTH PARTNERS

Office #1: 2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048
RIA
CRD#: 328627
Lehi, UT
Past

May 16, 2025 - October 14, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Lehi, UT
Past

April 22, 2025 - October 14, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Lehi, 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
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/9/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/16/2024
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)
Loading...

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)

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#: 328627Lehi, UT 84048

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