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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2014
- Office Locations
- 2
Office Locations
About Wilson David Investment Advisors
Wilson David Investment Advisors is an independent, fee-only, state-registered RIA providing wealth management and CFP®-led financial planning for individuals and businesses. The firm also prepares individual and business taxes and handles IRS tax resolution, aligning planning with tax expertise. Portfolios commonly use ETFs and fixed income. Veteran-owned and woman-owned; custodies with Charles Schwab.
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Owner & Executives
KATHRYN BRUZAS HAUER
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer
- CRD
- #6380680
- Ownership
- 50% but less than 75%
MARTIN DAVID LUNN
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6380672
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Patrick Carter Hauer
--
- CRD
- #6569959
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,905,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,905,963 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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