Bitcoin Wealth Management

Managing and advising Bitcoin and Digital Asset investments for Individuals, Financial Advisors, Alternative thinking institutions and Endowments.

Low fees, Income Generating, Secure, Regulated Investment Advisory and Management for cash brokerage and tax-advantaged retirement accounts.

Simple account set up

We take care of everything to open your account. Creation of legal docs, compliance and transfer of funds.

Zero transaction fees

You get the benefit of inside market liquidity and we don't charge you extra fees to transact.

Investment Advisory

Digital assets are complicated. We'll protect you and advise you so you can make the most of your investment.

Institutional Grade Custody

Our custodial solutions allow investing in Bitcoin through IRA's, 401K's, and brokerage accounts.

Say Hello to full service Digital Asset Investment Management

As the first-of-its-kind, Licensed Registered Investment Adviser for Bitcoin and Digital Assets, we help clients invest Bitcoin directly in their brokerage and tax-advantaged retirement accounts. If you have a 401k or IRA and want to invest in Bitcoin, we can help. 

We offer dedicated full-service advisory, trading and execution, customized investment options, retirement account creation and administration, secure cold storage custody of assets, research and educational resources. If you are looking for a self-direct option, we can set you up for a one time fee. Our platform is designed to work with anyone that wants to invest in Bitcoin.

Why DAiM?
  • We're qualified and properly licensed to advise and manage digital assets in your 401k, IRA or brokerage account.

  • We offer a self-direct IRA option for a one time fee. 

  • We've been audited by regulators and operate in a way that is designed to be compliant.

  • We only trade with licensed OTC trading desks and exchanges.

  • We only use licensed custodians. Your digital assets will be held in cold storage with most of our custodians offering insurance.

  • Our fees are transparent and far less punitive than other self-directed options, exchanges or trusts w/ premium to NAV.

  • If you are comparing gold vs bitcoin we'll share with you our research.


Retirement Rollover

Transfer an existing IRA or 401k

We're a full service platform that will ensure the safe transfer of your private 401k or IRA into an account for Bitcoin and digital assets. 


Traditional Brokerage

Invest with cash

Put cash to work in Bitcoin and avoid the risk of doing it yourself or leaving it on an exchange. We'll customize investments to your profile and risk.

Image by André François McKenzie

Self-Direct IRA's

Manage and Trade your IRA

Create an IRA for a one-time fee and manage and trade your Bitcoin investment yourself. We'll take care of the paperwork and get you invested.


Saver Accounts

Start a new IRA. Contribute Monthly

Open a new IRA and contribute up to $5,500 annually. We'll take care of the paperwork and get you invested in Bitcoin immediately.

Need more details? Contact us

We're here to assist. Contact us by phone, email, chat or via our social media channels.

© 2020 by Digital Asset Investment Management

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120 Newport Center Dr

Newport Beach, CA 92660