AdvisorOS Directory
Claim Profile
DW

David Henry Weissman

WEALTHN LLC·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
18 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073CRD# 2821025Firm CRD# 285915
01

About

David Henry Weissman is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with WEALTHN LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEALTHN LLC
UP FINTECH ASSET MANAGEMENT
AUM
$3M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WEALTHN LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2821025
Firm CRD# 285915
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN SQUARE?

Browse all registered financial advisors in NEWTOWN SQUARE, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN SQUARE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile