Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Minimum Annual Fee:$5,000
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Contact
James Donald David
Location
8315 Route 29, Suite 325, Fairfax, VA, 22031
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2025 - Present · 6 mos
Previous Registrations
David Wealth Management, LLC
July 2012 - August 2025 · 13 yrs 1 mo
Fbr Investment Management, INC.
January 2004 - May 2009 · 5 yrs 4 mos
Fbr Investment Management, INC.
May 2003 - December 2003 · 7 mos
Friedman Billings Ramsey Investment Management INC
June 2002 - April 2003 · 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Contact
James Donald David