DAVID WEALTH MANAGEMENT, LLC

DAVID WEALTH MANAGEMENT, LLC of FAIRFAX, VA is an SEC-registered investment adviser (CRD 164232). Regulatory assets under management: $239.3M.

Registration

• CRD: 164232
• SEC file number: 801-120780
• Type: Registered investment adviser
• Location: 8315 ROUTE 29, SUITE 325, FAIRFAX, VA, 22031
• Phone: 703-560-8300
• Latest filing: 2025-01-31
• Regulatory AUM: $239.3M
• Discretionary AUM: $239.3M
• Clients: 2
• Accounts: 438

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164232 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search