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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVID, JAMES, DONALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVID, MARIA, COAKLEY | I | MEMBER | B | |
| DAVID, MARIA, COAKLEY | I | MEMBER | B | |
| DAVID, MARIA, COAKLEY | I | MEMBER | B | |
| DAVID, MARIA, COAKLEY | I | MEMBER | B | |
| DAVID, MARIA, COAKLEY | I | MEMBER | B | |
| DAVID, MARIA, COAKLEY | I | MEMBER | A | |
| DAVID, MARIA, COAKLEY | I | MEMBER | A | |
| DAVID, MARIA, COAKLEY | I | MEMBER | A |
Registrations
Federal
IA
Jan 31, 2025 REGISTERED
Notice Filings (7)
CA DC FL LA MD NY VA
Address
8315 ROUTE 29SUITE 325
FAIRFAX, VA 22031
United States
Phone: 703-560-8300