DAVID WEALTH MANAGEMENT, LLC
CRD #164232 SEC #801-120780 FAIRFAX, VA 703-560-8300
SEC Registered
Total AUM
$239.3M
Discretionary
$239.3M
Employees
2
Clients
101
Accounts
438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $239.3M | $239.3M | $0 | 2 | 22 |
| Feb 2024 | $183M | $183M | $0 | 2 | 129 |
| Feb 2023 | $147.2M | $147.2M | $0 | 2 | 121 |
| Mar 2022 | $130M | $130M | $0 | 2 | 24 |
| Oct 2021 | $110.3M | $110.3M | $0 | 2 | 0 |
| Apr 2021 | $110.3M | $110.3M | $0 | 2 | 0 |
| Mar 2021 | $110.3M | $110.3M | $0 | 2 | 0 |
DateJan 2025
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees2
Clients22
DateFeb 2024
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees2
Clients129
DateFeb 2023
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees2
Clients121
DateMar 2022
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients24
DateOct 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees2
Clients0