Larry Koeppel
Digital Wealth, LLC · Marina Del Rey, California
Larry Koeppel is a fee-only financial advisor at Digital Wealth, LLC in Marina Del Rey, California, who holds the CFP and MBA credentials. Larry charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Digital Wealth, LLC |
|---|---|
| Based in | Marina Del Rey, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.2M across 28 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 4454812 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | digitalwealth.la |
| Profile |
How Larry's firm compares
- Ongoing planning starts at $3,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Digital Wealth, LLC's average account is about $257,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Larry
Is Larry Koeppel a fee-only financial advisor?
Yes. Larry Koeppel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Larry's firm.
How does Larry charge for financial advice?
Larry charges a percentage of assets and an ongoing planning fee.
How much does Larry charge?
According to Digital Wealth, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; 1% a year on the first tier of assets managed.
Does Larry work with clients virtually?
Yes. Digital Wealth, LLC says on its website that it works with clients remotely.
Where is Larry Koeppel based?
Larry Koeppel is based in Marina Del Rey, California.
What does Larry specialize in?
Larry's specialties include equity compensation. Larry works with tech employees.
What credentials does Larry Koeppel hold?
Larry Koeppel holds the CFP and MBA credentials.
Is Larry Koeppel registered with the SEC?
Yes. Larry Koeppel is registered as an investment adviser representative in CA (CRD 4454812), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Digital Wealth, LLC manage?
Digital Wealth, LLC reports $7.2M across 28 accounts in assets under management.
How do I contact Larry Koeppel?
Through Larry's website, digitalwealth.la.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Digital Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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