David Wealth Management, LLC
CRD 164232SEC# 801-120780Fairfax, VA
No longer SEC-registered. David Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$239.3M
Employees
2
Accounts
438
Location
Fairfax, VA
David Wealth Management, LLC assets under management
David Wealth Management, LLC is an SEC-registered investment adviser based in Fairfax, VA. It reports $239.3 million in regulatory assets under management and employs 2 people.
David Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Donald David Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
| Maria Coakley David | Member | 5-10% | 2012 |
Frequently asked questions
How much does David Wealth Management, LLC manage?
David Wealth Management, LLC reports $239.3 million in regulatory assets under management on its Form ADV.
How many employees does David Wealth Management, LLC have?
David Wealth Management, LLC reports 2 employees.
Where is David Wealth Management, LLC located?
David Wealth Management, LLC is based in Fairfax, VA.
Does David Wealth Management, LLC disclose fund performance?
David Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8315 Route 29, Suite 325, Fairfax, VA 22031 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$239.3MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$239.3Mregulatory AUM
Discretionary $239.3M