Overview
Assets Under Management: $239 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 86
Average Client Assets: $2 million
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