David Wealth Management Review


computer Visit Site phone 703-560-8300 print Print Report

David Wealth Management, registered in 2012, serves 6 state(s) with a licensed staff of 2 advisors. David Wealth Management manages $130.0 million and provides investment advisory services for 106 clients (1:53 advisor/client ratio).

Firm Information

Summary Firm
Overall Rating
Minimum Investment $250,000
Average Client Balance $1,226,600
Total AUM $130.0 million
Fee Range AUM fees range from 0.5%- 1.0% depending on your account balance. Please contact the firm for more details.
Advisor / Client Ratio 1:53
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
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 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.

Was this helpful?

Yes or No

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

Garhwal, Chan & Williams, Brightview Financial Solutions, Hyperion Partners, Intentional Retirement

This automated report was generated using SEC and FINRA data and was last updated on August 1st, 2022*. For data support, email "". Views: 425 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

*SEC data last verified 08/01/2022. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

Firm’s/Financial Professional’s profile pages may contain certain limited information directly provided to by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within’s Trust Score algorithm or review process.