DAG Wealth

Name: DAG Wealth
Address: 5910 N Central Expwy, Dallas, TX, 75206, US
Telephone: +13073960295

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DAG Wealth is a registered investment advisor for crypto and traditional assets.

10/08/2026

DAG Wealth is proud to announce the DAG Wealth XRP Lending Strategy, a program through which Qualified Clients may lend XRP they already hold to institutional counterparties. The strategy is designed to simplify access to institutional lending markets, which have historically been limited to participants meeting minimum size or qualification requirements.

"The XRP Lending Strategy gives Qualified Clients a structured way to put their existing XRP holdings to work in institutional lending markets," said Erin Friez, CEO of DAG Wealth. "These are unsecured loans, and clients should understand the associated risks, including counterparty risk, before committing any XRP."

Client XRP is held at Anchorage Digital Bank, a federally chartered Qualified Custodian, prior to any loan, and is returned to the client's custody account upon loan completion. While assets are on loan, the position is recorded in the client's name within their separately managed account, so clients retain visibility into their holdings and the associated loan activity throughout.

Eligible DAG Wealth clients may consult with their advisor to evaluate suitability.

For more information and full details speak to an advisor at DAG Wealth

09/23/2026

DAG Wealth clients announced the Canary Macro Income Fund, a private fund managed by Canary Asset Management.

The fund seeks to generate income across market environments through a covered-call strategy on highly liquid ETFs, paired with a smaller set of conviction positions on where markets are headed. It can hold digital assets, equities and cash.

This is a private placement that involves risk and loss of assets. Investments are made only through the fund's offering documents, which detail the full risks and fees.

For more information, connect with the DAG Wealth team and see fund’s offering documents.

09/13/2026

Investing isn’t just about markets, data, and returns, it’s also about how we respond to uncertainty. In this webinar, we’ll explore the behavioral biases that can influence investment decisions, particularly during periods of volatility and significant portfolio changes

Join Joe Slattery in this webinar:

We’ll discuss concepts such as loss aversion, recency bias, FOMO, confirmation bias, anchoring, and overconfidence, and examine how investors can recognize these tendencies in their own decision-making.

We’ll also explore the difference between conviction and certainty, the role of a disciplined investment framework, and how financial priorities may need to be reassessed as portfolio values and personal circumstances change.

09/10/2026

The account minimum to onboard at DAG Wealth has been lowered to $250,000 in qualifying assets or 50,000 XRP.

It's one minimum for everything our team manages, traditional assets and crypto alike.

A lower minimum doesn't make investment advice right for everyone, but our team is happy to talk through whether it fits your situation.

This communication is provided by DAG Wealth and is for informational and marketing purposes only. Educational content referencing digital assets is not intended as a recommendation or solicitation to engage in any transaction.

Investment advisory services are provided by DAG Wealth, an SEC Registered Investment Adviser and affiliate of DAG Holdings Co. Administrative and support services are provided by DAG Private Client. Insurance products and services are offered through DAG Insurance or its affiliates.

Clients should review DAG Wealth’s current Form ADV for important disclosures regarding fees, risks, conflicts of interest, and other material information. Clients and prospective clients should consult with qualified legal, tax, and financial professionals before making any investment decisions.

09/01/2026

DAG Wealth Launches a Systematic Trading Strategy for XRP Holders
Clients contribute XRP in-kind to a separately managed account, where it stays in their own name in qualified custody and serves as collateral for a systematic trading strategy

DAG Wealth, in partnership with Parataxis Capital Management, has launched the Parataxis Systematic Trading Strategy, giving XRP holders a way to potentially earn returns on XRP that is held in a separately managed account with Anchorage Digital. For this strategy, the XRP remains in the client's name at the qualified custodian and serves as collateral while a third-party manager trades on the client’s behalf with profits or losses settling to the client’s account.
"We’re excited to bring this innovative strategy to our clients," said Louis Hsu, Chief Investment Officer at DAG Wealth.
The Parataxis Systematic Trading Strategy is available to eligible DAG Wealth clients following a suitability review with their advisor. Whether the strategy is appropriate for any particular client is a suitability question answered by the client and their DAG Wealth advisor together, based on investment objectives, financial circumstances and risk tolerance. A DAG Wealth advisor can walk through the methodology and the risk profile in detail.

Disclosures
This communication is provided by DAG Wealth and is for informational and marketing purposes only. Investment advisory services are provided by DAG Wealth, an SEC Registered Investment Adviser and affiliate of DAG Holdings Co. Clients should review DAG Wealth’s current Form ADV for important disclosures regarding fees, risks, conflicts of interest, and other material information. Clients and prospective clients should consult with qualified legal, tax, and financial professionals before making any investment decisions.
DAG Wealth and its affiliates offer strategies and services involving digital assets. Investing in digital assets and strategies involving digital assets involves substantial risk, including but not limited to: extreme price volatility and the potential for significant or total loss of principal; cybersecurity, hacking, theft, and custody risks (including risks related to qualified custodians and private key management); regulatory, legal, and tax uncertainty; illiquidity; and the possibility that such investments may not be suitable for all investors. Digital asset markets have historically experienced drawdowns. Past performance is not indicative of future results. All investments involve risk of loss.

08/13/2026

How your crypto is held is part of managing your portfolio. Custody arrangements differ a lot in what they protect against and in what they let you do with the assets, and those two often pull against each other.

The word "secure" does a lot of work in crypto marketing and it usually isn't defined. Ask what it means in practice: who holds the keys, how many people it takes to move funds and what happens if the provider fails.

Custody, security and yield are separate questions. How assets are stored doesn't address what happens once someone lends or stakes them. That's counterparty and smart contract exposure, and the storage setup doesn't cover it.

DAG Wealth is an SEC-registered investment adviser. We can walk you through how a given custody arrangement works, who holds the keys and who can move the assets, as part of a broader advisory relationship.

If you want to go through the specifics of how your crypto is held, including what the arrangement doesn't cover, let us know at www.DAG.com. Educational content, not investment advice. No custody arrangement removes the risk of loss. Digital assets are highly volatile and you could lose your entire investment. They aren't FDIC insured or SIPC protected, and lending or staking assets adds counterparty and smart-contract risk that custody does not address.

08/10/2026

This promotion closed to new advisory agreements on September 4, 2026, and is no longer available.

For advisory agreements signed on or before that date and funded within 30 days, it lowered the DAG Wealth account minimum to 25,000 XRP. Standard advisory fees applied. The account minimum has changed since, and DAG Wealth announced a different minimum on September 10, 2026.

Connect with the DAG Wealth team to learn more

08/03/2026

After a banner run, gold eased off its highs and enters the second half at a genuine crossroads, with credible cases on both sides. We lay out the arguments without making a call in our Q2 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Past performance is not indicative of future results. Investing involves risk.

07/31/2026

One of the year's most striking features: corporate profits near record highs while consumer sentiment sat well below a year earlier. We unpack this "two-speed" dynamic, and what it does and doesn't mean for long-term investors in our Q2 2026 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Investing involves risk.

07/30/2026

Much of what made Q2 strong was a round trip in oil: a geopolitical shock drove crude above $113, then a fragile ceasefire sent it down by roughly a third, its largest quarterly drop since 2020. As the oil shock faded, so did the inflation and growth fears it had stoked.

More in our Q2 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Investing involves risk.

Address

5910 N Central Expwy
Dallas, TX
75206

Telephone

+13073960295

Website

https://www.dag.com/

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