David Berkowitz
VAP Wealth Advisors · Red Bank, New Jersey
David Berkowitz is a fee-only financial advisor at VAP Wealth Advisors in Red Bank, New Jersey. David focuses on retirement planning, estate & legacy planning and tax planning. VAP Wealth Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to David →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | VAP Wealth Advisors |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $75.7M across 138 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1384375 |
| Exams passed | Series 63 (1994) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | vapwealthadvisors.com |
| Profile |
How David's firm compares
- VAP Wealth Advisors's average account is about $549,000, from its Form ADV (assets managed divided by 138 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Berkowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and VAP Wealth Advisors 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, VAP Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Berkowitz based?
David Berkowitz is based in Red Bank, New Jersey.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning. David works with retirees and pre-retirees.
Is David Berkowitz registered with the SEC?
Yes. David Berkowitz is registered as an investment adviser representative in TX (CRD 1384375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VAP Wealth Advisors manage?
VAP Wealth Advisors reports $75.7M across 138 accounts in assets under management.
How do I contact David Berkowitz?
Through David's website, vapwealthadvisors.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
- VAP Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.