# DAVID WEALTH MANAGEMENT, LLC

DAVID WEALTH MANAGEMENT, LLC of FAIRFAX, VA is an SEC-registered investment adviser.

## Registration

- CRD: 164232
- Type: SEC-registered investment adviser
- SEC file number: 801-120780
- 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)

| Name | Role | Location |
| --- | --- | --- |
| David Gates Donald | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Jenkintown, PA |
| James Donald David | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Maria Coakley David | MEMBER | — |
| DAVID MARIA COAKLEY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164232/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164232/similar
- Related entities: https://search.stillhousedata.com/firm/164232/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164232

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.