Unclaimed Profile

David Joseph Webster

WEALTHTRUST AXIOM, LLC·WAYNE, Pennsylvania

SIE, Series 3, Series 7, Series 66Clean record17 years registeredWEALTHTRUST AXIOM, LLC

550 E SWEDESFORD RD, WAYNE, PA 19087CRD# 5385692Firm CRD# 145186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Joseph Webster · WAYNE, PA

Registration

CRD #5385692 · WEALTHTRUST AXIOM, LLC · 17 years registered

Brand Profile

Not yet started

Career History

AXIOM ASSET MANAGEMENT

Feb 2014 – present

WELLS FARGO ADVISORS, LLC

Mar 2009 – Apr 2013

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · March 27, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST AXIOM, LLC

CRD 145186 · SEC 801-68405

AUM

$728M

Regulatory assets under management

Employees

612 client accounts

Services offered by WEALTHTRUST AXIOM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHTRUST AXIOM, LLC →

Introduction

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Frequently Asked Questions

What services does David Joseph Webster offer?

David Joseph Webster specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are David Joseph Webster's credentials?

David Joseph Webster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Joseph Webster located?

David Joseph Webster is based in WAYNE, Pennsylvania, working with WEALTHTRUST AXIOM, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does David Joseph Webster charge for services?

David Joseph Webster'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 WEALTHTRUST AXIOM, LLC?

WEALTHTRUST AXIOM, LLC has approximately 5 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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