Ashley Nicole Papa

Employer firm

Digital Wealth Partners CRD 328627

$555M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 02/2023
  Bessemer Investor Services, Inc
  Woodbridge, NJ
• 10/2024 → 10/2025
  Lido Advisors, Llc
  Los Angeles, CA
• 04/2023 → 07/2023
  Iwp Family Office
  Denver, CO
• 04/2024 → 08/2024
  M3 Family Office
  Sarasota, FL
• 07/2023 → 04/2024
  Unemployed
  Denver, CO
• 10/2025 → Present
  Digital Wealth Partners
  Dallas, TX

Previous Registrations

• 2024-11-26 → 2025-10-17
  Lido
  Los Angeles, CA
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-16
• S66 Uniform Combined State Law Examination
  2012-08-28

Other Names

• Ashley Papa