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Enri Dama — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Managing Partner

CBDA℠
New York, NY

About Enri Dama

Based in New York, NY, Enri Dama provides financial advisory services that integrate traditional planning with Bitcoin and digital asset considerations.

It is common for investors to ask how Bitcoin should be integrated into long term financial and retirement planning.

Enri Dama is the Managing Partner at WealthEdge Advisors, where he leads a dedicated team of investment professionals in providing comprehensive advisory services tailored for high-net-worth families and individuals. His expertise spans investment management, financial planning, tax planning, and intergenerational wealth transfer, ensuring that clients receive personalized strategies that align with their unique financial goals.

With a strong focus on private alternative investments, Enri has developed a deep proficiency in direct real estate investments, real estate investment funds, private equity, and private credit strategies, as well as structured products. As the Director of Alternative Investments, he is responsible for overseeing due diligence, cultivating sponsor relations, conducting risk assessments, and monitoring investments. His extensive network within the alternative investment community opens doors for clients, allowing them to participate in exclusive opportunities typically reserved for industry insiders.

Enri’s commitment to innovation is reflected in his ability to merge his personal passions for wine and art with investment strategies, creating unique vehicles in these sectors that have demonstrated strong performance. This creative approach not only diversifies client portfolios but also enriches their investment experience.

Outside of his professional endeavors, Enri enjoys exploring the worlds of fine wine and art, further enhancing his ability to connect with clients on a personal level.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠

Why You Can Trust Enri

Verified credentials and professional qualifications

Professional Credentials
CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

13+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in New York, NY and surrounding areas

Firm Affiliation

WealthEdge

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Enri's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6013993

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Enri Dama, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Enri Dama is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.