DA WEALTH ADVISORS
DA WEALTH ADVISORS is an SEC-registered investment adviser (CRD 331530). Regulatory assets under management: $8.7M.
Registration
- CRD: 331530
- SEC file number: 801-130635
- Type: Registered investment adviser
- Phone: 847-977-3752
- Latest filing: 2026-02-26
- Regulatory AUM: $8.7M
- Discretionary AUM: $8.7M
- Clients: 1
- Accounts: 16
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| ANDALMAN DAVID AARON | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | — |
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