DAVID WEALTH MANAGEMENT, LLC

FAIRFAX, Virginia·2 registered advisors·CRD# 164232

SEC# 801-1207800703-560-8300

01

Firm Overview

AUM

$183M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DAVID WEALTH MANAGEMENT, LLC

2 registered advisors

James Donald David

FAIRFAX, Virginia

Maria Coakley David

FAIRFAX, Virginia

05

Office Locations

FAIRFAX, Virginia

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Data sourced from SEC Form ADV filings. DAVID WEALTH MANAGEMENT, LLC (CRD# 164232) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.