David Wealth Management, LLC
David Wealth Management, LLC (CRD# 164232) is a financial advisory firm headquartered in Fairfax, VA. They manage $147,177,955 in 330 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management147MILLION
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Total Number of Accounts330ACCOUNTS
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Average Account Value$445,994
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, LA, MD, VA
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last 18 years Jim has been practicing as an Investment Advisor Representative for Wealth Management firms, including most recently with David Wealth Management. Before that he was a practicing Certified Public Accountant (CPA) for more than 15 years, specializing in individual taxation, with International CPA firms, including PWC, and with the CPA firm he founded, David & Samson.
Family
Jim and his wife, Maria Coakley David, have lived in Northern Virginia for over 35 years, where they have raised their four children, Kristin, Shannon, CJ and Michelle. Kristin and Shannon, their two oldest daughters, are married to Stephen Burch and Jacob Hampton, respectively. They are proud grandparents of Collin and Bennett Burch.
Cornelius David (CRD# 7250051) is an Investment Advisor Representative working at David Wealth Management, LLC in Fairfax, VA and has over 2 years of experience in the finance industry.