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DAVID WEALTH MANAGEMENT, LLC

FAIRFAX, VA · CRD 164232 · IAPD ↗ · davidwealth.com · 703-560-8300

$239.3MRegulatory AUM
2Advisory reps
2Employees
22Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — DAVID WEALTH MANAGEMENT, LLC (FAIRFAX, VA) left the SEC roster (was $239.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
February 2025 — DAVID WEALTH MANAGEMENT, LLC reported RAUM up 31% ($183.0M -> $239.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — DAVID WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.