Unclaimed Profile

James Donald David

DAVID WEALTH MANAGEMENT, LLC·FAIRFAX, Virginia

Series 7, Series 24, Series 31, Series 65, Series 66Clean record24 years registeredDAVID WEALTH MANAGEMENT, LLC

8315 LEE HIGHWAY, SUITE 325, FAIRFAX, VA 22031CRD# 4092356Firm CRD# 164232

Profile Verification

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

Identity

James Donald David · FAIRFAX, VA

Registration

CRD #4092356 · DAVID WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Aug 2025 – present

DAVID WEALTH MANAGEMENT, LLC

Jul 2012 – Aug 2025

FAIRFAX, VA

FBR INVESTMENT MANAGEMENT, INC.

Jan 2004 – May 2009

ARLINGTON, VA

FBR INVESTMENT MANAGEMENT, INC.

May 2003 – Dec 2003

ARLINGTON, VA

FRIEDMAN BILLINGS RAMSEY INVESTMENT MANAGEMENT INC

Jun 2002 – Apr 2003

ARLINGTON, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 65

Series 66

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVID WEALTH MANAGEMENT, LLC

CRD 164232 · SEC 801-120780

AUM

$183M

Regulatory assets under management

Employees

363 client accounts

Services offered by DAVID WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVID WEALTH MANAGEMENT, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FAIRFAX?

Browse all registered financial advisors in FAIRFAX, Virginia or claim this profile if it's yours.

Browse FAIRFAX Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Donald David offer?

James Donald David specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are James Donald David's credentials?

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

Where is James Donald David located?

James Donald David is based in FAIRFAX, Virginia, working with DAVID WEALTH MANAGEMENT, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does James Donald David charge for services?

James Donald David's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVID WEALTH MANAGEMENT, LLC?

DAVID WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $183M 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 →