Digital Ascension Group - Wealth is an investment adviser registered with the SEC (CRD 328627). DAG does not pay for reviews and does not offer anything of value in exchange for one. Some reviewers are current clients, whose ongoing relationship with DAG gives them an incentive to describe our services favorably.Reviews here are written by the people who post them, and DAG does not control, edit, or select which reviews appear. Some reviewers are former clients, and some are not clients at all. One person's experience is not a guarantee of any result for anyone else.Digital assets are speculative and volatile. You can lose money, including all of it. Nothing on this profile is investment, tax, or legal advice, or an offer or recommendation to buy or sell any asset.Digital Ascension Group is a digital-asset wealth platform based in Dallas, Texas. Advisory services are provided by Digital Ascension Group - Wealth (SEC file 801-129045); registration does not imply a particular level of skill or training. Other DAG services, including entity formation and trust administration, are provided by affiliates that are not investment advisers. Full disclosures and our Form ADV are at dag.com.
DAG | Digital Ascension Group (dag.com) has 174 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
Also known as
dag.com
Website
dag.com
Category
Banking & Money
Location
Dallas, Texas
Listed on Five Star Index
2026
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The company replied to 55% of reviews.
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Most recent review: October 2026.
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From day 1 DAG has been amazing to work with. I've taken the opportunity to utilize their Wealth, LLC, and Trust options. I'm about to get my life insurance handled with them as well! It has quickly become a 1 stop shop scenario for not only wealth protection, but wealth growth as well! They have been very transparent about future opportunities and I look forward to generations of business together!
RB
Ryan B.
Buyer Beware
Jake has a bit of a shady past, so people should read the actual public record regarding the Zach Rector case and decide if they are bothered by the multiple things that the judge said Jake admitted to in the Verivend case. All I’m saying is Buyer Beware. Decide for yourself if you think it’s an issue or not.
The next problem is Connor McLaughlin (aka: “Mickle”) who is the Head of Enterprise for DAG Wealth. If you follow him on YouTube, you know that every video he puts out has a thumbnail with a fake, deceptive tweet from Trump, Brad Garlinghouse, or David Schwartz. His video titles are also often straight up lies. Tonight’s title was, “XRP Buyback FINALLY HERE!” Of course the video does not even mention an XRP buyback, because there is none. Another recent one was “Trump LOSES CONTROL of XRP!” And you guessed it, Trump isn’t even mentioned. Literally every day, Mickle brainstorms on how he can deceive the public into clicking on his videos, because apparently the content can’t stand on it’s own. It’s pure deception. He used to be a financial advisor for DAG, and now he’s in an even more important position for the company. Yet every day he’s serving up a dish of deception to the public with his fake titles and clickbait thumbnails where he attributes false quotes to important public figures.
The last problem is the Beyond Broke Mastermind Group that Jake constantly promotes and that makes him several hundred thousand dollars a MONTH in subscription fees alone. The moderators have a long history of bullying people who express different opinions. They have a fairly standard approach where they confront you in the group at first and threaten you with a Time Out, during which you lose your ability to post in the group. They always claim that you are causing “division” in the group, even if you are speaking factual things. They’ve kicked out a lot of good people over the years. They are obviously compensated to push a very narrow lane of thinking. Vere from the path and they will come for you. It’s not uncommon for them to be rude and condescending. The absolute worst offender is Mike Sarmiento, who goes by Living Legacy in the group. He’s notorious for his Small Man Syndrome where he likes to flex his “power” to ban people from the group. In real-life, he’s a scrawny little dude with dreadlocks and covered with tattoos. He loves to hear himself talk, and a majority of his posts contain typos. The moderators are essentially a 24/7 sales group for the products that Jake pushes. There is some value in the group, but it’s wildly exaggerated by Jake. After awhile, the group seems pretty useless. Of course they’re going to push the higher tiers to get more subscription money from you while pushing the narrative that it’s about education and personal growth. Jake’s constantly saying they’re going to “lock down” the group once XRP hits $10 and charge astronomical fees for anyone who tries to get in after that. Like a used car salesman, it’s the “Now’s the time to buy!” routine where he’s pushing people to become members for fear that they will miss out if they don’t. Jake paints himself as the “good ole’ boy who loves Jesus and is looking out for the little guy.” I’ve been in the group for 3 years and see straight through it. Again, buyer beware. Jake is slick and persuasive. It often takes awhile to start seeing the cracks in the story. I don’t really trust either Jake or Mickle. Just my perspective.
As for DAG itself, the advisors have been fine. I’m in the hedge fund, and it’s by NO means performing well enough to cover my AUM fees, let alone earn me anything additional. My issue is more with the leadership of DAG than anything else. I feel comfortable about my assets being safe.
BB
Britt B.
Five stars
Five stars — Digital Ascension Group and DAG Wealth
As a client of Digital Ascension Group and DAG Wealth, I can say this team brings something I couldn’t find anywhere else: people who understand both digital assets and the long-term family planning that has to surround them.
What sets DAG apart is that they don’t stop at the investment. Their Family Financial Philosophy Questionnaire pushed our family to put our values, goals and rules into writing, and it became a foundation for the governance documents we’ve been building for the next generation. Most advisors talk about returns. DAG talks about structure, protection and continuity, which is exactly what a family thinking in decades needs.
Tim Githens is my Wealth Advisor and enjoy his insight
Dan Plaskett helped me put together an irrevocable trust tailored to my family and needs.
If you’re serious about bringing digital assets into a real, long-term family wealth plan, I highly recommend Digital Ascension Group and DAG Wealth.
— Britt B.
BR
Brian
I have been with DAG since inception
I have been with DAG since inception. I have had the pleasure of working several different advisors and professionals as the organization has grown and matured. I have a traditional wealth advisor that I have used for years and have never felt pressured by the DAG team to move assets to their custody (which I appreciate!) The team has always been professional, responsive, and acted as a fiduciary for the years that I have been with them.
I have participated in their funds and custodied my assets with their partners. The AUM fees are par for the industry.
I am grateful for this team for their guidance and management as this asset class emerges into traditional markets.
JP
JCM Partners, L.
Been great working with DAG team
Been great working with DAG team. Very knowledgeable and can’t wait for all the new things coming out.
DO
Don
DAG has incorporated my crypto investments into one complete operation
DAG has incorporated my, LLC compliance, my investing platform, my crypto funds all in one place, with a great support team.
SJ
Steve J.
They do all of the work for you
Once you get your account set up, it's seemless and easy.
DJ
Doug J.
I was very cautious at first
I was very cautious at first, as to be expected.
DAG has done exactly what they’ve promised and the communication and integrity of the team is bar none.
Definitely a big shout out to Jake Claver for his willingness to meet in person, educate and getting things set up.