David Batman
Batman Wealth Management · Lake Mary, Florida
David Batman is a fee-only financial advisor at Batman Wealth Management in Lake Mary, Florida. Batman Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Batman Wealth Management |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.4M across 100 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1538951 |
| Exams passed | Series 63 (1993) · Series 65 (1993) · Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.batmanwm.com |
| Profile |
How David's firm compares
- Batman Wealth Management's average account is about $224,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about David
Is David Batman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Batman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Batman Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Batman based?
David Batman is based in Lake Mary, Florida.
Is David Batman registered with the SEC?
Yes. David Batman is registered as an investment adviser representative in FL (CRD 1538951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Batman Wealth Management manage?
Batman Wealth Management reports $22.4M across 100 accounts in assets under management.
How do I contact David Batman?
Through David's website, www.batmanwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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