David Wealth Management, LLC

David Wealth Management, LLC (CRD# 164232) is a financial advisory firm headquartered in Fairfax, VA. They manage $48,475,905 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $521,246
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at David Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jim David
CRD#: 4092356
8315 Lee Hightway, Suite 325, Fairfax, VA 22031
108
Wealthminder
score

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.

EXPERIENCE

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.

FEE-ONLY

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.  

EVIDENCE-BASED INVESTING

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.

2
Erica T. Christensen
CRD#: 6295332
8315 Lee Highway, Suite 325, Fairfax, VA 22031
89
Wealthminder
score

Erica Christensen (CRD# 6295332) is an Investment Advisor Representative working at David Wealth Management, LLC in Fairfax, VA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.