DL
DL

David Alan Locher

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
3,296 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$9.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location

Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA, 19087-3333

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History

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.

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Employment History
Current Registrations
Cw Advisors, LLC
August 2025 - Present · 6 mos
Previous Registrations
Cms Wealth Management
August 2010 - August 2025 · 15 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.