8315 Route 29
Suite 325
Fairfax, Virginia 22031
Tel: 703-560-8300
DAVID WEALTH MANAGEMENT, LLC, formally registered with the SEC as DAVID WEALTH MANAGEMENT, LLC. The firm was established in 04/09/2021. They have over 1 offices throughout the country.
DAVID WEALTH MANAGEMENT, LLC is a Fairfax, Virginia based Financial Planning firm with nearly $239,308,951 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 164232 |
SEC# | 801-120780 |
Assets Managed by Firm | $239,308,951 |
No. of Clients | 438 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 438 | $239,308,951 |
Individuals (other than high net worth individuals) | 57 | $13,067,299 |
High net worth individuals | 86 | $193,292,397 |
Charitable organizations | 3 | $10,285,833 |
Corporations or other businesses | 5 | $22,663,422 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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