Overview
Assets Under Management: $239 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Frequently Asked Questions
DAVID WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164232), DAVID WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DAVID WEALTH MANAGEMENT, LLC is headquartered in FAIRFAX, VA.
DAVID WEALTH MANAGEMENT, LLC serves 86 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, DAVID WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DAVID WEALTH MANAGEMENT, LLC manages $239 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, DAVID WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 438
Discretionary Accounts: 438
Regulatory Filings
CRD Number: 164232
Last Filing Date: 2025-01-31 00:00:00
Website: https://davidwealth.com