No longer SEC-registered. David Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$239.3M
Employees
2
Accounts
438
Location
Fairfax, VA
David Wealth Management, LLC assets under management
David Wealth Management, LLC is an SEC-registered investment adviser based in Fairfax, VA. It reports $239.3 million in regulatory assets under management and employs 2 people.
How much does David Wealth Management, LLC manage?
David Wealth Management, LLC reports $239.3 million in regulatory assets under management on its Form ADV.
How many employees does David Wealth Management, LLC have?
David Wealth Management, LLC reports 2 employees.
Where is David Wealth Management, LLC located?
David Wealth Management, LLC is based in Fairfax, VA.
Does David Wealth Management, LLC disclose fund performance?
David Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.