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David Wealth Management

EST. AUM
$239,308,951

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CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website focuspartners.com
Client types

Overview

David Wealth Management, LLC is a SEC-registered investment advisory firm based in Virginia, founded in 2012 and operating as a fee-only fiduciary. The firm is solely operated by James D. David, CPA/PFS, who also serves as Managing Member and Chief Compliance Officer. DWM provides comprehensive wealth management services that integrate discretionary investment management with holistic financial planning. The firm specializes in serving individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Investment portfolios are primarily constructed using low-cost, passively managed mutual funds and ETFs, with a strategic emphasis on asset allocation and long-term growth. DWM’s fiduciary obligation is central to its practice, with a strong focus on transparency, ethical standards, and aligning with clients' best interests.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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