DAVID WEALTH MANAGEMENT, LLC

8315 Route 29
Suite 325
Fairfax, Virginia 22031
Tel: 703-560-8300

About DAVID WEALTH MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	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

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