PPrivate Fund Data Log in Join · $37/mo

James Donald David

Managing Member And Chief Compliance OfficerDavid Wealth Management, LLCCRD 4092356

About James Donald David

James Donald David is listed as Managing Member And Chief Compliance Officer at David Wealth Management, LLC in Fairfax, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of David Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Donald David work?

James Donald David is listed as Managing Member And Chief Compliance Officer at David Wealth Management, LLC on SEC Form ADV.

How much of David Wealth Management, LLC does James Donald David own?

Form ADV reports a beneficial ownership band of Over 75%.

David Wealth Management, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2012
View David Wealth Management, LLC →