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David Henry Weissman

WEALTHN LLC·NEWTOWN SQUARE, Pennsylvania
SIE, Series 3, Series 7, Series 63, Series 65Clean recordWEALTHN LLC
18 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073CRD# 2821025Firm CRD# 285915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Henry Weissman · NEWTOWN SQUARE, PA
Registration
CRD #2821025 · WEALTHN LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEALTHN LLC
CRD 285915 · SEC 801-114105
AUM
$3M
Regulatory assets under management
Employees
8
7 client accounts
Services offered by WEALTHN LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WEALTHN LLC →
Introduction

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Frequently Asked Questions

What services does David Henry Weissman offer?
David Henry Weissman specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are David Henry Weissman's credentials?
David Henry Weissman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Henry Weissman located?
David Henry Weissman is based in NEWTOWN SQUARE, Pennsylvania, working with WEALTHN LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does David Henry Weissman charge for services?
David Henry Weissman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHN LLC?
WEALTHN LLC has approximately 8 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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