David Wealth Management Review


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David Wealth Management, registered in 2012, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. David Wealth Management manages $91.5 million and provides investment advisory services for 65 clients (1:22 advisor/client ratio).

Disciplinary Questions

After checking the disciplinary records of David Wealth Management, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulatory records of David Wealth Management, our system found no conflict questions to ask. Checks take place monthly.

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Firm Information

As a financial advisory firm, also known as a Registered Investment Advisor (RIA), David Wealth Management can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

Summary Firm
Overall Rating
Minimum Investment $250,000
Average Client Balance $1,408,141
Total AUM $91.5 million
Fee Range AUM fees range from 0.5%- 1.25% depending on your account balance. Please contact the firm for more details.
Advisor / Client Ratio 1:22
Languages Offered English
Specialities Retirement Planning, Business Owners, Family Planning, Retirees
Website Visit Site
Phone Number 703-560-8300
Headquarters Fairfax, VA
Locations See locations
Facebook Visit Profile
Twitter davidwealthmgmt
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #164232

Investment Philosophy

We focus on what we can control, which is to leverage the extensive body of academic research on the behavior of stocks and bonds. We believe that, in liquid markets, prices reflect all available information -- and we focus strategies on the dimensions of higher expected returns and seek to add value through portfolio design and implementation.

Disciplinary History

An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for David Wealth Management:


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").

View Fee Disclosures


Other Firms

Valor Capital Management, Aspire Advisors, Lynch Investment Planning, Ascendant Financial Solutions

This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. For data support, email "". Views: 356 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

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