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James Donald David

David Wealth Management, LLC

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About James Donald David

James David is an investment advisor representative with David Wealth Management, LLC and has been in the industry since February 2000. James David is registered with the state of Virginia. James David specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. James David has a total of 22 clients and manages approximately $239,308,951 in assets. David Wealth Management, LLC is a Registered Investment Advisor (RIA) that provides financial services to clients in the state of Virginia. The firm has a total of 2 investment advisor representatives and manages approximately $239,308,951 in assets.

Firm Information

James David is currently registered with David Wealth Management, LLC. David Wealth Management, LLC is an investment advisor registered with the SEC and headquartered in Fairfax, VA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other businesses. Their regulatory assets under management total $239,308,951.
David Wealth Management, LLC

8315 LEE HIGHWAY, SUITE 325

FAIRFAX, VA 22031

$239.31M

Assets Under Management

22

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James David’s Registration & Firm History

VA

07/03/2012 - Present

David Wealth Management, LLC (FAIRFAX VA)

VA

02/28/2000 - 05/29/2009

FBR CAPITAL MARKETS & CO. (ARLINGTON VA)

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Licenses & Designations

IA

Issued 05/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/29/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2005

Series 24 - General Securities Principal Examination

BC

Issued 07/15/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 02/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Donald David.
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