David Wealth Management, LLC

Retirement Planning Firm in Fairfax, VA

Firm Info
Address: 8315 Lee Hwy #325, Fairfax, VA 22031, USA
Phone: (703) 560-8300

Firm Size
Assets Under Management: $130 million
# of Advisors: 2
# of Clients: 285
Client to Advisor Ratio: 143:1
Average Account Size: $456,209
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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David Wealth Management, LLC Overview

DAVID WEALTH MANAGEMENT, LLC is a registered investment advisory firm located in Fairfax, VA, offering investment advice only. Founded in 2021, the firm has quickly established itself as a reliable and competent provider of financial planning and portfolio management services. DAVID WEALTH MANAGEMENT, LLC operates on a fee-only basis, ensuring that their interests are aligned with those of their clients. The firm's services are tailored to meet the unique needs of both individuals and small businesses. In addition to offering comprehensive financial planning services, DAVID WEALTH MANAGEMENT, LLC provides portfolio management solutions that are designed to help clients achieve their financial goals. The firm's experienced advisors work closely with clients to create customized investment strategies that consider risk tolerance, investment objectives, and time horizon. For businesses or institutional clients, DAVID WEALTH MANAGEMENT, LLC offers portfolio management solutions that are specifically designed to help them navigate the complexities of managing their wealth. The firm's advisors have an extensive understanding of the challenges faced by businesses in today's competitive landscape and work diligently to help clients achieve their financial objectives. Whether it is managing a company's pension fund or developing an investment strategy that aligns with a client's business goals, DAVID WEALTH MANAGEMENT, LLC is equipped to provide top-notch portfolio management services.

rate fixed project fee David Wealth Management, LLC serves a broad range of clients, including individuals, high net worth individuals, charitable organizations, and various other corporation types not listed. With their tailored approach to wealth management, David Wealth Management, LLC offers exceptional guidance, expertise, and support to help clients grow their financial portfolios and achieve their financial goals. When it comes to fees, David Wealth Management, LLC offers a variety of options depending on the service provided. Clients can choose to pay a percentage of their assets under management (AUM), an hourly rate, or a fixed project fee. This flexibility ensures that clients receive the services that best suit their needs and budget, allowing them to achieve their financial objectives without breaking the bank. Whether clients need help with estate planning, investment management, or tax planning, David Wealth Management, LLC has a fee structure that ensures each client gets the professional help they need at a price that works for them.

Typical Clients, Fee Structures & Investment Minimum

According to DAVID WEALTH MANAGEMENT, LLC's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Fairfax, VA Residents

David Wealth Management, LLC provides financial planning and investment management services to clients in Fairfax, VA, helping them achieve their financial goals. As a financial advisor, the firm understands the unique financial situations that people living in Fairfax, VA, may face. For example, many residents in this area may be dealing with rising housing costs, high property taxes, and increased living expenses due to the high cost of living in the region. David Wealth Management, LLC works with clients to create customized financial plans tailored to their specific needs and goals. They offer a range of services, including investment management, retirement planning, estate planning, tax planning, and more. The firm is committed to providing unbiased advice and guidance, helping clients make informed decisions about their financial future. With their expertise and experience, David Wealth Management, LLC is well-equipped to help clients navigate the complex financial landscape in Fairfax, VA, and achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for David Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by David Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by David Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8315 Lee Hwy #325, Fairfax, VA 22031, USA
Phone (703) 560-8300
Opening Hours
  • Mon 9:30 AM–5 PM
  • Tue 9:30 AM–5 PM
  • Wed 9:30 AM–5 PM
  • Thu 9:30 AM–5 PM
  • Fri 9:30 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

David Wealth Management, LLC is registered to service clients in the following states:

  • California
  • District of Columbia
  • Florida
  • Louisiana
  • Maryland
  • Virginia

Disciplinary History

David Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.