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James Donald David

DAVID WEALTH MANAGEMENT, LLC·FAIRFAX, Virginia
Clean recordDAVID 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Donald David is a registered financial advisor based in FAIRFAX, Virginia, affiliated with DAVID WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DAVID WEALTH MANAGEMENT, LLC
DAVID WEALTH MANAGEMENT, LLC
AUM
$183M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DAVID WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4092356
Firm CRD# 164232
View on FINRA BrokerCheck →

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05

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.
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Maria Coakley David
FAIRFAX, VA

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Research
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