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| David Wealth Management LLC
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|---|---|
| CRD # | 164232 |
| SEC # | 801-120780 |
| CIK # | 0002042337 |
| AUM | $239.3 M (2025-01-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 703-560-8300 |
| Address | 8315 Route 29 Fairfax, VA 22031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Danaher Corp /DE/ | 6.0 | ||
| Nvidia Corp | 2.8 | ||
| BB&T Corp | 2.3 | ||
| Apple Inc | 1.7 | ||
| Marriott International Inc /MD/ | 1.1 | ||
| Veralto Corp | 1.0 | ||
| Amazon Com Inc | 0.7 | ||
| Walt Disney Co | 0.5 | ||
| Automatic Data Processing Inc | 0.5 | ||
| Intuit Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 13.1 |
| (b) Individuals (high net worth individuals) | 86 | 193.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 22.7 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 239.3 |
| By Discretionary | ||
| Discretionary | 438 | 239.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 239.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.3 | |
| Total | 438 | 239.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042337] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Impact Capital LLC
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|
MD | 0.2 |
|
Fort Henry Capital LLC
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|
WV | 0.2 |
|
Kamichu Wealth Management LLC
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NV | 0.2 |
|
Elite Financial Inc
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ID | 0.2 |
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Retirementadvice JKA
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CA | 0.2 |
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Ables Iannone Moore & Associates Inc
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GA | 0.2 |
|
E Batoff & Co Inc
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FL | 0.2 |
|
Leo H Evart Inc
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|
CA | 0.2 |
|
WIN Advisors Inc
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|
FL | 0.2 |
|
MHS Advisory Services LLC
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|
MN | 0.2 |