David Wealth Management, LLC

David Wealth Management, LLC (CRD# 164232) is a financial advisory firm headquartered in Fairfax, VA. They manage $63,704,703 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $539,870
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

Over 30 Years of Financial Experience 

Education

Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.

Certifications

Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning. 

Experience

For the last 18 years Jim has been practicing as an Investment Advisor Representative for Wealth Management firms, including most recently with David Wealth Management. Before that he was a practicing Certified Public Accountant (CPA) for more than 15 years, specializing in individual taxation, with International CPA firms, including PWC, and with the CPA firm he founded, David & Samson.

Family

Jim and his wife, Maria Coakley David, have lived in Northern Virginia for over 35 years, where they have raised their four children, Kristin, Shannon, CJ and Michelle. Kristin and Shannon, their two oldest daughters, are married to Stephen Burch and Jacob Hampton, respectively. They are proud grandparents of Collin and Bennett Burch.  

2
Erica T. Christensen
CRD#: 6295332
8315 Lee Highway, Suite 325, Fairfax, VA 22031
90
Wealthminder
score

Erica Christensen (CRD# 6295332) is an Investment Advisor Representative working at David Wealth Management, LLC in Fairfax, VA and has over 4 years of experience in the finance industry.

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