Da Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 331530
- Registered since
- July 9, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.49%
- Individuals7.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Da Wealth Advisors is a small, owner-operated advisory firm registered with the SEC in 2024 that focuses on portfolio management for individuals and small businesses. The firm runs discretionary mandates, charging clients on a percentage-of-assets basis, and structures portfolios around pooled public funds as primary building blocks. Risk management and income diversification appear to guide allocation choices given the firm’s emphasis on mutual funds and the inclusion of real estate exposures through third-party managers. Da Wealth Advisors does not position itself as an ESG-driven shop, and it operates under a single-state footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds25%
- Exchange Traded Equities20%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents20%
- Derivatives15%
Contacts
1 of 1David Andalman
President, CCOCRD 1579075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations