David Wealth Management, LLC
David Wealth Management, LLC (CRD# 164232) is a financial advisory firm headquartered in Fairfax, VA. They manage $34,957,225 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$1,588,965
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
THINK GLOBALLY & INVEST GLOBALLY
David Wealth Management LLC is an independent, fee only, Registered Investment Advisory firm based in Fairfax, VIrginia, which provides financial planning and investment advisory services throughout the greater Washington, DC area.
With significant wealth comes with significant complexity. For more than 30 years, Jim David, CPA, has been helping people make the most of their wealth through investment, financial, and tax advice, both as a Registered Investment Adviser and a Certified Public Accountant.
Unbiased investment advice stems from a fee-only financial structure. We receive no compensation from any product recommended, nor do we represent any product or company; we only represent you, our client.
We utilize globally diversified, low-cost and tax efficient portfolios. Emphasizing evidence over emotions, we'll show you how to invest more confidently, with time on your side and in a way that reflects your personal goals and risk tolerance.
TAX ADVICE & PLANNING
Effective tax planning is essential to successful financial planning. The fundamental tax knowledge that we as CPAs have, married with our planning and investment expertise, makes a very powerful combination. It gives you and your family the greatest probability for achieving your desired lifestyle and allowing for maximum weatlh transfer.
Erica Christensen (CRD# 6295332) is an Investment Advisor Representative working at David Wealth Management, LLC in Fairfax, VA and has over 2 years of experience in the finance industry.